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, Secu/S3 401(K) Retirement Plan is a benefit plan reported by Secu Credit Union under EIN 52-0627114 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,764 participants and $100,074,011 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,074,011
- Net assets (EOY)
- $100,074,011
- Net assets (BOY)
- $81,560,765
Income & contributions
- Employer contributions
- $4,870,247
- Participant contributions
- $6,705,162
- Total contributions
- $12,019,122
- Total income / additions
- $26,067,788
Expenses & distributions
- Benefits paid
- $7,340,282
- Administrative expenses
- $206,478
- Total expenses
- $7,554,542
- Net increase / (decrease)
- $18,513,246