Sesloc Federal Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (Sesloc 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, Sesloc Federal Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by Sesloc Federal Credit Union under EIN 95-1722855 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $14,189,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sesloc Federal Credit Union
- EIN
- 95-1722855
- Plan number
- 001
- Plan type
- 2
- Location
- San Luis Obispo, CA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $14,189,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20240530163544NAL0023293424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,189,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,189,943
- Net assets (BOY)
- $11,523,157
Income & contributions
- Employer contributions
- $496,876
- Participant contributions
- $1,185,417
- Total contributions
- $1,938,628
- Total income / additions
- $4,004,442
Expenses & distributions
- Benefits paid
- $1,328,988
- Administrative expenses
- $6,023
- Total expenses
- $1,337,656
- Net increase / (decrease)
- $2,666,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,431 | $0 | 2023 |