2023 Form 5500 filing — Stanford Federal Credit Union 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 20240926105625NAL0000653585001) for Stanford Federal Credit Union Deferred Compensation Plan, reported by Stanford Federal Credit Union under EIN 94-1492212 and plan number 001. It reports 424 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)$35.8MReported net assets$35,769,576
Participants424
Provider compensation$40.1K1 Schedule C row(s)$40,134
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926105625NAL0000653585001
Plan sponsor
Stanford Federal Credit Union
EIN
94-1492212
Plan number
001
Location
Palo Alto, 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)$35.8M total assets
Net assets$35.8MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$1.7M
Participant$2.3M
Full reported line items
Total assets (EOY)
$35,769,576
Total liabilities (EOY)
$0
Net assets (EOY)
$35,769,576
Employer contributions
$1,665,423
Participant contributions
$2,257,370
Total income / additions
$9,423,954
Benefits paid
$2,143,967
Administrative expenses
$39,753
Total expenses
$2,183,720
Net increase / (decrease)
$7,240,234
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $39.8K · Indirect $381

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926105625NAL0000653585001 cover?
It is the 2023 Form 5500 filing for Stanford Federal Credit Union Deferred Compensation Plan, reported by Stanford Federal Credit Union (EIN 94-1492212).
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