Rally Credit Union 401(K) Plan — Form 5500 plan (Rally 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, Rally Credit Union 401(K) Plan is a benefit plan reported by Rally Credit Union under EIN 74-1237070 and plan number 002. The latest loaded filing year is 2023. The filing reports 620 participants and $30,901,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rally Credit Union
- EIN
- 74-1237070
- Plan number
- 002
- Plan type
- 2
- Location
- Corpus Christi, TX
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $30,901,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20241007190619NAL0016636081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,901,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,901,231
- Net assets (BOY)
- $25,564,544
Income & contributions
- Employer contributions
- $1,197,521
- Participant contributions
- $1,833,627
- Total contributions
- $3,236,460
- Total income / additions
- $7,757,452
Expenses & distributions
- Benefits paid
- $2,386,879
- Administrative expenses
- $33,886
- Total expenses
- $2,420,765
- Net increase / (decrease)
- $5,336,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $110,529 | not reported in the loaded dataset | 2023 |