Safe Federal Credit Union 401(K) Plan — Form 5500 plan (Safe 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, Safe Federal Credit Union 401(K) Plan is a benefit plan reported by Safe Federal Credit Union under EIN 57-0374874 and plan number 002. The latest loaded filing year is 2023. The filing reports 367 participants and $33,147,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Safe Federal Credit Union
- EIN
- 57-0374874
- Plan number
- 002
- Plan type
- 2
- Location
- Sumter, SC
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $33,147,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20240802135949NAL0014258931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,147,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,147,176
- Net assets (BOY)
- $27,383,576
Income & contributions
- Employer contributions
- $1,692,075
- Participant contributions
- $1,082,400
- Total contributions
- $2,855,644
- Total income / additions
- $7,174,027
Expenses & distributions
- Benefits paid
- $1,327,718
- Administrative expenses
- $82,709
- Total expenses
- $1,410,427
- Net increase / (decrease)
- $5,763,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $41,864 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $40,862 | $0 | 2023 |