2023 Form 5500 filing — Dort Financial Credit Union Employees Deferred Compensation 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 20240815131637NAL0007506739001) for Dort Financial Credit Union Employees Deferred Compensation Plan, reported by Dort Financial Credit Union under EIN 38-1440283 and plan number 002. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815131637NAL0007506739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dort Financial Credit Union
- EIN
- 38-1440283
- Plan number
- 002
- Location
- Grand Blanc, MI
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,386,760
- Total liabilities (EOY)
- $2,702
- Net assets (EOY)
- $30,384,058
- Employer contributions
- $1,352,918
- Participant contributions
- $1,197,402
- Total income / additions
- $6,987,448
- Benefits paid
- $3,782,090
- Administrative expenses
- $96,884
- Total expenses
- $3,878,974
- Net increase / (decrease)
- $3,108,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $50,304 | $0 |
| Alerus Investment Advisors, Inc. | NONE | $46,580 | not reported in the loaded dataset |