Financial Partners Credit Union Employees' 401(K) Savings Plan — Form 5500 plan (Financial Partners 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, Financial Partners Credit Union Employees' 401(K) Savings Plan is a benefit plan reported by Financial Partners Credit Union under EIN 95-1653038 and plan number 002. The latest loaded filing year is 2023. The filing reports 425 participants and $33,474,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Financial Partners Credit Union
- EIN
- 95-1653038
- Plan number
- 002
- Plan type
- 2
- Location
- Downey, CA
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $33,474,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20240904174138NAL0036989072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,474,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,474,197
- Net assets (BOY)
- $29,119,723
Income & contributions
- Employer contributions
- $949,797
- Participant contributions
- $1,998,093
- Total contributions
- $3,295,113
- Total income / additions
- $7,918,440
Expenses & distributions
- Benefits paid
- $3,460,610
- Administrative expenses
- $95,401
- Total expenses
- $3,563,966
- Net increase / (decrease)
- $4,354,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,164 | $0 | 2023 |
| Sageview Advisory Group LLC | ADVISOR | $37,803 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,434 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Financial Partners Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Downey, CA
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation