2023 Form 5500 filing — Security Service Federal Credit Union Cash Accumulation Plan And Trust

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 20241007095739NAL0015905569001) for Security Service Federal Credit Union Cash Accumulation Plan And Trust, reported by Security Service Federal Credit Union under EIN 74-1277697 and plan number 002. It reports 2,431 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)$278.2MReported net assets$278,215,587
Participants2.4K2,431
Provider compensation$160.8K2 Schedule C row(s)$160,806
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007095739NAL0015905569001
Plan sponsor
Security Service Federal Credit Union
EIN
74-1277697
Plan number
002
Location
San Antonio, TX
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)$278.2M total assets
Net assets$278.2MLiabilities$20
Money in vs. money out
Total income / additions$68.7M
Total expenses$16.2M
Benefits paid / distributions$16M
Contributions
Employer$15.5M
Participant$12M
Full reported line items
Total assets (EOY)
$278,215,607
Total liabilities (EOY)
$20
Net assets (EOY)
$278,215,587
Employer contributions
$15,475,198
Participant contributions
$11,965,480
Total income / additions
$68,651,727
Benefits paid
$15,968,196
Administrative expenses
$213,155
Total expenses
$16,181,351
Net increase / (decrease)
$52,470,376
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $100.8K
  2. 2
    NONE · Direct $60K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007095739NAL0015905569001 cover?
It is the 2023 Form 5500 filing for Security Service Federal Credit Union Cash Accumulation Plan And Trust, reported by Security Service Federal Credit Union (EIN 74-1277697).
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