University Of Kentucky Federal Credit Union 401(K) Retirement Plan — Form 5500 plan (University Of Kentucky 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, University Of Kentucky Federal Credit Union 401(K) Retirement Plan is a benefit plan reported by University Of Kentucky Federal Credit Union under EIN 61-6031223 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $20,035,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Kentucky Federal Credit Union
- EIN
- 61-6031223
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $20,035,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241015153328NAL0056983010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,035,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,035,829
- Net assets (BOY)
- $15,929,976
Income & contributions
- Employer contributions
- $1,081,339
- Participant contributions
- $1,457,515
- Total contributions
- $2,665,068
- Total income / additions
- $5,890,807
Expenses & distributions
- Benefits paid
- $1,726,023
- Administrative expenses
- $58,931
- Total expenses
- $1,784,954
- Net increase / (decrease)
- $4,105,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners | NONE | $51,941 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | NONE | $4,850 | $0 | 2023 |