2023 Form 5500 filing — Seven Seventeen Credit Union Inc 401k Savings Plan Salaried Employees
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 20241015144149NAL0030018945001) for Seven Seventeen Credit Union Inc 401k Savings Plan Salaried Employees, reported by Seven Seventeen Credit Union under EIN 34-0825325 and plan number 003. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144149NAL0030018945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seven Seventeen Credit Union
- EIN
- 34-0825325
- Plan number
- 003
- Location
- Warren, OH
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,331,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,331,799
- Employer contributions
- $2,035,301
- Participant contributions
- $1,213,905
- Total income / additions
- $8,899,498
- Benefits paid
- $1,306,751
- Administrative expenses
- $22,526
- Total expenses
- $1,343,721
- Net increase / (decrease)
- $7,555,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $30,968 | $0 |