2023 Form 5500 filing — Service Federal Credit Union Retirement Pension 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 20241008190643NAL0029544528001) for Service Federal Credit Union Retirement Pension Plan, reported by Service Federal Credit Union under EIN 02-0240752 and plan number 022. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008190643NAL0029544528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service Federal Credit Union
- EIN
- 02-0240752
- Plan number
- 022
- Location
- Portsmouth, NH
- Participants
- 583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,129,265
- Total liabilities (EOY)
- $69,826
- Net assets (EOY)
- $53,059,439
- Total income / additions
- $6,818,925
- Benefits paid
- $1,035,577
- Administrative expenses
- $69,826
- Total expenses
- $1,105,403
- Net increase / (decrease)
- $5,713,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |