2023 Form 5500 filing — America First Credit Union 401(K) 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 20241010154215NAL0020452929001) for America First Credit Union 401(K) Plan And Trust, reported by America First Credit Union under EIN 87-0216202 and plan number 002. It reports 2,815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010154215NAL0020452929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- America First Credit Union
- EIN
- 87-0216202
- Plan number
- 002
- Location
- Riverdale, UT
- Participants
- 2,815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,457,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,457,882
- Employer contributions
- $2,102,896
- Participant contributions
- $10,991,647
- Total income / additions
- $30,922,312
- Benefits paid
- $3,338,664
- Administrative expenses
- $329,293
- Total expenses
- $3,667,957
- Net increase / (decrease)
- $27,254,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc. | NONE | $271,550 | not reported in the loaded dataset |
| Morgan Stanley & Co. LLC | NONE | $57,843 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $17,324 |