Deseret First Federal Credit Union 401k Plan — Form 5500 plan (Deseret First 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, Deseret First Federal Credit Union 401k Plan is a benefit plan reported by Deseret First Federal Credit Union under EIN 87-0229235 and plan number 002. The latest loaded filing year is 2023. The filing reports 275 participants and $18,352,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deseret First Federal Credit Union
- EIN
- 87-0229235
- Plan number
- 002
- Plan type
- 2
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $18,352,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240917124352NAL0002810097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,352,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,352,781
- Net assets (BOY)
- $15,577,859
Income & contributions
- Employer contributions
- $885,255
- Participant contributions
- $730,052
- Total contributions
- $1,670,478
- Total income / additions
- $4,405,997
Expenses & distributions
- Benefits paid
- $1,536,144
- Administrative expenses
- $94,931
- Total expenses
- $1,631,075
- Net increase / (decrease)
- $2,774,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verapath Global Investing, Lls | NONE | $57,150 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | RECORDKEEPER | $31,973 | not reported in the loaded dataset | 2023 |
| Matrix Trust | CUSTODIAN | $5,808 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deseret First Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley City, UT
- Verapath Global Investing, Lls — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Matrix Trust — Schedule C compensation