2023 Form 5500 filing — Soarion 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 20241011121318NAL0036874192001) for Soarion Credit Union 401(K) Plan And Trust, reported by Soarion Federal Credit Union under EIN 74-1181644 and plan number 002. It reports 139 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)$2.5MReported net assets$2,510,938
Participants139
Provider compensation$2.3K1 Schedule C row(s)$2,348
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011121318NAL0036874192001
- Plan sponsor
- Soarion Federal Credit Union
- EIN
- 74-1181644
- Plan number
- 002
- Location
- San Antonio, TX
- Received date
- not reported in the loaded dataset
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,510,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,510,938
- Employer contributions
- $0
- Participant contributions
- $221,306
- Total income / additions
- $652,826
- Benefits paid
- $407,872
- Administrative expenses
- $4,341
- Total expenses
- $412,213
- Net increase / (decrease)
- $240,613
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $2,348 | $0 |