Service Federal Credit Union Profit Sharing/401k Plan — Form 5500 plan (Service Federal 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, Service Federal Credit Union Profit Sharing/401k Plan is a benefit plan reported by Service Federal Credit Union under EIN 02-0240752 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,228 participants and $90,375,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Service Federal Credit Union
EIN
02-0240752
Plan number
002
Plan type
2
Location
Portsmouth, NH
Latest filing year
2023
Participants
1,228
End-of-year plan assets
$90,375,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,228H, C20241014221648NAL0028378001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,375,896
Total liabilities (EOY)
$0
Net assets (EOY)
$90,375,896
Net assets (BOY)
$67,222,576

Income & contributions

Employer contributions
$6,562,452
Participant contributions
$3,891,953
Total contributions
$10,621,667
Total income / additions
$26,236,492

Expenses & distributions

Benefits paid
$3,008,582
Administrative expenses
$60,093
Total expenses
$3,083,172
Net increase / (decrease)
$23,153,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$47,418not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,555$02023

Related Form 5500 pages