2023 Form 5500 filing — Sidney 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 20241015083846NAL0014258515001) for Sidney Federal Credit Union 401(K) Plan, reported by Sidney Federal Credit Union under EIN 15-0540550 and plan number 002. It reports 221 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)$21.9MReported net assets$21,915,665
Participants221
Provider compensation$77.7K2 Schedule C row(s)$77,699
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015083846NAL0014258515001
Plan sponsor
Sidney Federal Credit Union
EIN
15-0540550
Plan number
002
Location
Sidney, NY
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)$21.9M total assets
Net assets$21.9MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$3.7M
Benefits paid / distributions$3.6M
Contributions
Employer$938.6K
Participant$770.9K
Full reported line items
Total assets (EOY)
$21,915,665
Total liabilities (EOY)
$0
Net assets (EOY)
$21,915,665
Employer contributions
$938,561
Participant contributions
$770,853
Total income / additions
$5,448,019
Benefits paid
$3,631,947
Administrative expenses
$64,332
Total expenses
$3,696,279
Net increase / (decrease)
$1,751,740
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $47.7K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $30K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015083846NAL0014258515001 cover?
It is the 2023 Form 5500 filing for Sidney Federal Credit Union 401(K) Plan, reported by Sidney Federal Credit Union (EIN 15-0540550).
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