Northeast Credit Union 401k Retirement Savings Plan — Form 5500 plan (Northeast Credit Union)
Plain-English plan 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, Northeast Credit Union 401k Retirement Savings Plan is a benefit plan reported by Northeast Credit Union under EIN 02-0222930 and plan number 003. The latest loaded filing year is 2023. The filing reports 515 participants and $33,890,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northeast Credit Union
- EIN
- 02-0222930
- Plan number
- 003
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 515
- End-of-year plan assets
- $33,890,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 515 | H, C | 20241010174151NAL0010310083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,890,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,890,333
- Net assets (BOY)
- $30,618,115
Income & contributions
- Employer contributions
- $1,405,281
- Participant contributions
- $2,001,752
- Total contributions
- $3,682,639
- Total income / additions
- $8,774,408
Expenses & distributions
- Benefits paid
- $5,496,506
- Administrative expenses
- $5,272
- Total expenses
- $5,502,190
- Net increase / (decrease)
- $3,272,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,228 | $0 | 2023 |