Landmark Credit Union 401(K) Plan And Trust — Form 5500 plan (Landmark Credit Union)

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, Landmark Credit Union 401(K) Plan And Trust is a benefit plan reported by Landmark Credit Union under EIN 39-0203995 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,071 participants and $56,945,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Landmark Credit Union
EIN
39-0203995
Plan number
003
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
1,071
End-of-year plan assets
$56,945,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,071H, C20241011094859NAL0010783731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,945,079
Total liabilities (EOY)
$0
Net assets (EOY)
$56,945,079
Net assets (BOY)
$43,089,106

Income & contributions

Employer contributions
$1,978,556
Participant contributions
$4,565,896
Total contributions
$8,779,570
Total income / additions
$17,431,704

Expenses & distributions

Benefits paid
$3,457,294
Administrative expenses
$108,429
Total expenses
$3,575,731
Net increase / (decrease)
$13,855,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$108,429$02023

Related Form 5500 pages