Schoolsfirst Federal Credit Union 401(K) Retirement Plan — Form 5500 plan (Schoolsfirst 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, Schoolsfirst Federal Credit Union 401(K) Retirement Plan is a benefit plan reported by Schoolsfirst Federal Credit Union under EIN 95-1068595 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,415 participants and $373,430,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schoolsfirst Federal Credit Union
- EIN
- 95-1068595
- Plan number
- 002
- Plan type
- 2
- Location
- Tustin, CA
- Latest filing year
- 2023
- Participants
- 3,415
- End-of-year plan assets
- $373,430,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,415 | H, C | 20241002184605NAL0015820960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $373,430,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $373,430,940
- Net assets (BOY)
- $306,526,923
Income & contributions
- Employer contributions
- $13,975,159
- Participant contributions
- $17,629,043
- Total contributions
- $34,401,961
- Total income / additions
- $87,065,023
Expenses & distributions
- Benefits paid
- $19,691,662
- Administrative expenses
- $349,773
- Total expenses
- $20,161,006
- Net increase / (decrease)
- $66,904,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $146,777 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $102,378 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schoolsfirst Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Tustin, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation