2023 Form 5500 filing — Keypoint Credit Union 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625141647NAL0007476033001) for Keypoint Credit Union 401(K) Profit Sharing Plan, reported by Keypoint Credit Union under EIN 94-2600376 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625141647NAL0007476033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keypoint Credit Union
- EIN
- 94-2600376
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,137,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,137,539
- Employer contributions
- $631,953
- Participant contributions
- $1,482,904
- Total income / additions
- $9,317,770
- Benefits paid
- $2,080,217
- Administrative expenses
- $82,987
- Total expenses
- $2,163,204
- Net increase / (decrease)
- $7,154,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newfront Retirement Services Inc | ADVISOR | $54,180 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $29,402 | $0 |