2023 Form 5500 filing — Dfcu Financial 401(K) 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 20240820103238NAL0001672803001) for Dfcu Financial 401(K) Plan, reported by Dfcu Financial under EIN 38-1350130 and plan number 002. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820103238NAL0001672803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dfcu Financial
- EIN
- 38-1350130
- Plan number
- 002
- Location
- Dearborn, MI
- Participants
- 694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,367,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,367,545
- Employer contributions
- $3,288,721
- Participant contributions
- $3,783,683
- Total income / additions
- $26,102,910
- Benefits paid
- $9,875,211
- Administrative expenses
- $28,489
- Total expenses
- $9,909,741
- Net increase / (decrease)
- $16,193,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwartz & Co. | INVESTMENT ADVISOR | $92,559 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$64,070 | $0 |