Jeanne D'Arc Credit Union 401(K) Plan — Form 5500 plan (Jeanne Darc 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, Jeanne D'Arc Credit Union 401(K) Plan is a benefit plan reported by Jeanne Darc Credit Union under EIN 04-1231965 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $34,599,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeanne Darc Credit Union
- EIN
- 04-1231965
- Plan number
- 002
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $34,599,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241004090250NAL0011218033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,599,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,599,688
- Net assets (BOY)
- $27,318,279
Income & contributions
- Employer contributions
- $1,194,653
- Participant contributions
- $1,174,628
- Total contributions
- $2,841,339
- Total income / additions
- $8,307,710
Expenses & distributions
- Benefits paid
- $1,026,150
- Administrative expenses
- $151
- Total expenses
- $1,026,301
- Net increase / (decrease)
- $7,281,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $150 | $0 | 2023 |