Plan5500

Sunwest Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Sunwest 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, Sunwest Federal Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Sunwest Federal Credit Union under EIN 86-0097752 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $17,744,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunwest Federal Credit Union
EIN
86-0097752
Plan number
001
Plan type
2
Location
Glendale, AZ
Latest filing year
2023
Participants
146
End-of-year plan assets
$17,744,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241010112959NAL0019993009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,744,060
Total liabilities (EOY)
$0
Net assets (EOY)
$17,744,060
Net assets (BOY)
$18,885,546

Income & contributions

Total contributions
$0
Total income / additions
$1,704,444

Expenses & distributions

Benefits paid
$2,764,093
Administrative expenses
$81,837
Total expenses
$2,845,930
Net increase / (decrease)
-$1,141,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Advanced Capital Group, Inc.NONE$47,171not reported in the loaded dataset2023
October Three Consulting LLCNONE$27,165not reported in the loaded dataset2023
Us BankTRUST$7,500not reported in the loaded dataset2023

Related Form 5500 pages