2023 Form 5500 filing — Santa Clara County Federal Credit Union 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 20241010140810NAL0020256817001) for Santa Clara County Federal Credit Union 401(K) Plan, reported by Santa Clara County Federal Credit Union under EIN 94-1509091 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140810NAL0020256817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Clara County Federal Credit Union
- EIN
- 94-1509091
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,668,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,668,835
- Employer contributions
- $626,164
- Participant contributions
- $1,126,929
- Total income / additions
- $4,927,738
- Benefits paid
- $1,028,832
- Administrative expenses
- $59,239
- Total expenses
- $1,130,679
- Net increase / (decrease)
- $3,797,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group Inc | INVESTMENT ADVISOR | $37,027 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,642 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $574 | not reported in the loaded dataset |