2023 Form 5500 filing — Mission Federal Credit Union Employees' 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 20240925203357NAL0030199394001) for Mission Federal Credit Union Employees' 401(K) Plan, reported by Mission Federal Credit Union under EIN 95-2148515 and plan number 001. It reports 859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$87.9MReported net assets$87,862,087
Participants859
Provider compensation$220.7K2 Schedule C row(s)$220,705
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925203357NAL0030199394001
Plan sponsor
Mission Federal Credit Union
EIN
95-2148515
Plan number
001
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$87.9M total assets
Net assets$87.9MLiabilities$0
Money in vs. money out
Total income / additions$21.5M
Total expenses$4.7M
Benefits paid / distributions$4.5M
Contributions
Employer$3.6M
Participant$3.9M
Full reported line items
Total assets (EOY)
$87,862,087
Total liabilities (EOY)
$0
Net assets (EOY)
$87,862,087
Employer contributions
$3,602,484
Participant contributions
$3,855,261
Total income / additions
$21,474,474
Benefits paid
$4,465,988
Administrative expenses
$132,595
Total expenses
$4,667,365
Net increase / (decrease)
$16,807,109
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $188.1K · Indirect $0
  2. 2
    OTHER · Direct $32.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925203357NAL0030199394001 cover?
It is the 2023 Form 5500 filing for Mission Federal Credit Union Employees' 401(K) Plan, reported by Mission Federal Credit Union (EIN 95-2148515).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages