Los Angeles Federal Credit Union Profit/Sharing 401(K) Plan — Form 5500 plan (Los Angeles Federal 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, Los Angeles Federal Credit Union Profit/Sharing 401(K) Plan is a benefit plan reported by Los Angeles Federal Credit Union under EIN 39-6663299 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $34,942,103 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Los Angeles Federal Credit Union
- EIN
- 39-6663299
- Plan number
- 002
- Plan type
- 2
- Location
- Glendale, CA
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $34,942,103
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240822155652NAL0005323105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,942,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,942,103
- Net assets (BOY)
- $31,470,556
Income & contributions
- Employer contributions
- $1,069,872
- Participant contributions
- $1,169,501
- Total contributions
- $2,351,350
- Total income / additions
- $6,812,978
Expenses & distributions
- Benefits paid
- $3,305,756
- Administrative expenses
- $31,292
- Total expenses
- $3,341,431
- Net increase / (decrease)
- $3,471,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,343 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,949 | not reported in the loaded dataset | 2023 |