Metro Credit Union 401(K) Safe Harbor Plan — Form 5500 plan (Metro Cu 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, Metro Credit Union 401(K) Safe Harbor Plan is a benefit plan reported by Metro Cu Federal Credit Union under EIN 47-6026142 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $11,919,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metro Cu Federal Credit Union
- EIN
- 47-6026142
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $11,919,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241003131841NAL0005736947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,919,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,919,218
- Net assets (BOY)
- $10,028,064
Income & contributions
- Employer contributions
- $287,776
- Participant contributions
- $419,716
- Total contributions
- $707,492
- Total income / additions
- $2,212,825
Expenses & distributions
- Benefits paid
- $270,663
- Administrative expenses
- $40,626
- Total expenses
- $321,671
- Net increase / (decrease)
- $1,891,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,938 | $0 | 2023 |
| Global Retirements Partners LLC | INVESTMENT ADVISOR | $11,566 | $0 | 2023 |
| Convergence Wealth LLC | INVESTMENT ADVISOR | $8,846 | $0 | 2023 |
| Benefit Plans Inc | CONTRACT ADMIN | $997 | $5,273 | 2023 |
| Securities America Advisors | OTHER | $2,720 | $0 | 2023 |
| Kelley Financial Services Inc | CONTRACT ADMIN | $0 | $1,133 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metro Cu Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirements Partners LLC — Schedule C compensation
- Convergence Wealth LLC — Schedule C compensation
- Benefit Plans Inc — Schedule C compensation
- Securities America Advisors — Schedule C compensation
- Kelley Financial Services Inc — Schedule C compensation