2023 Form 5500 filing — Usalliance Federal Credit Union 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 20240822142436NAL0002619347001) for Usalliance Federal Credit Union 401(K) Plan, reported by Usalliance Federal Credit Union under EIN 13-6256810 and plan number 002. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822142436NAL0002619347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usalliance Federal Credit Union
- EIN
- 13-6256810
- Plan number
- 002
- Location
- Rye, NY
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,841,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,841,158
- Employer contributions
- $1,093,617
- Participant contributions
- $1,614,885
- Total income / additions
- $8,250,341
- Benefits paid
- $3,353,304
- Administrative expenses
- $2,101
- Total expenses
- $3,371,194
- Net increase / (decrease)
- $4,879,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,101 | $0 |