2023 Form 5500 filing — Sikorsky Financial Credit Union 401(K) Savings 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 20240924085437NAL0007303955001) for Sikorsky Financial Credit Union 401(K) Savings Plan, reported by Sikorsky Financial Credit Union under EIN 06-0634736 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924085437NAL0007303955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sikorsky Financial Credit Union
- EIN
- 06-0634736
- Plan number
- 002
- Location
- Stratford, CT
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,166,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,166,839
- Employer contributions
- $299,885
- Participant contributions
- $845,104
- Total income / additions
- $4,794,694
- Benefits paid
- $2,375,000
- Administrative expenses
- $92,567
- Total expenses
- $2,467,567
- Net increase / (decrease)
- $2,327,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beirne Wealth Consulting Services | ADVISOR | $53,217 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $37,210 | $0 |