Hanscom Federal Credit Union 401(K) Plan & Trust — Form 5500 plan (Hanscom 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, Hanscom Federal Credit Union 401(K) Plan & Trust is a benefit plan reported by Hanscom Federal Credit Union under EIN 04-2175534 and plan number 011. The latest loaded filing year is 2023. The filing reports 350 participants and $41,422,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hanscom Federal Credit Union
- EIN
- 04-2175534
- Plan number
- 011
- Plan type
- 2
- Location
- Littleton, MA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $41,422,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20240815094128NAL0012941281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,422,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,422,491
- Net assets (BOY)
- $35,366,921
Income & contributions
- Employer contributions
- $2,331,374
- Participant contributions
- $1,641,392
- Total contributions
- $4,592,643
- Total income / additions
- $9,490,951
Expenses & distributions
- Benefits paid
- $3,410,652
- Administrative expenses
- $8,129
- Total expenses
- $3,435,381
- Net increase / (decrease)
- $6,055,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley, The Kelliher Corbet | SERVICE PROVIDER | $60,151 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | SERVICE PROVIDER | $31,076 | not reported in the loaded dataset | 2023 |