Kinecta Federal Credit Union 401(K) And Profit Sharing Plan — Form 5500 plan (Kinecta 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, Kinecta Federal Credit Union 401(K) And Profit Sharing Plan is a benefit plan reported by Kinecta Federal Credit Union under EIN 95-6038909 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,285 participants and $125,927,090 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kinecta Federal Credit Union
EIN
95-6038909
Plan number
001
Plan type
2
Location
Manhattan Beach, CA
Latest filing year
2023
Participants
1,285
End-of-year plan assets
$125,927,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,285H, C20241011155156NAL0045008962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,927,090
Total liabilities (EOY)
$0
Net assets (EOY)
$125,927,090
Net assets (BOY)
$106,726,868

Income & contributions

Employer contributions
$2,939,138
Participant contributions
$6,956,536
Total contributions
$10,324,650
Total income / additions
$29,753,950

Expenses & distributions

Benefits paid
$9,503,621
Administrative expenses
$134,800
Total expenses
$9,683,329
Net increase / (decrease)
$20,070,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$134,550$02023
Qdro Consultants Company, LLCCONSULTING$250not reported in the loaded dataset2023

Related Form 5500 pages