Dakotaland Federal Credit Union 401(K) Plan & Trust — Form 5500 plan (Dakotaland 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, Dakotaland Federal Credit Union 401(K) Plan & Trust is a benefit plan reported by Dakotaland Federal Credit Union under EIN 46-0224867 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $16,144,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dakotaland Federal Credit Union
- EIN
- 46-0224867
- Plan number
- 001
- Plan type
- 2
- Location
- Huron, SD
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $16,144,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241002092706NAL0008594417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,144,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,144,905
- Net assets (BOY)
- $13,179,131
Income & contributions
- Employer contributions
- $513,838
- Participant contributions
- $850,660
- Total contributions
- $1,500,306
- Total income / additions
- $4,140,791
Expenses & distributions
- Benefits paid
- $1,147,651
- Administrative expenses
- $27,366
- Total expenses
- $1,175,017
- Net increase / (decrease)
- $2,965,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants | NONE | $21,376 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | NONE | $5,990 | not reported in the loaded dataset | 2023 |