Dfcu Financial 401(K) Plan — Form 5500 plan (Dfcu Financial)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dfcu Financial 401(K) Plan is a benefit plan reported by Dfcu Financial under EIN 38-1350130 and plan number 002. The latest loaded filing year is 2023. The filing reports 694 participants and $117,367,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dfcu Financial
- EIN
- 38-1350130
- Plan number
- 002
- Plan type
- 2
- Location
- Dearborn, MI
- Latest filing year
- 2023
- Participants
- 694
- End-of-year plan assets
- $117,367,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 694 | H, C | 20240820103238NAL0001672803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,367,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,367,545
- Net assets (BOY)
- $97,019,609
Income & contributions
- Employer contributions
- $3,288,721
- Participant contributions
- $3,783,683
- Total contributions
- $8,233,215
- Total income / additions
- $26,102,910
Expenses & distributions
- Benefits paid
- $9,875,211
- Administrative expenses
- $28,489
- Total expenses
- $9,909,741
- Net increase / (decrease)
- $16,193,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwartz & Co. | INVESTMENT ADVISOR | $92,559 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$64,070 | $0 | 2023 |