Sikorsky Financial Credit Union 401(K) Savings Plan — Form 5500 plan (Sikorsky Financial 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, Sikorsky Financial Credit Union 401(K) Savings Plan is a benefit plan reported by Sikorsky Financial Credit Union under EIN 06-0634736 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $23,166,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sikorsky Financial Credit Union
- EIN
- 06-0634736
- Plan number
- 002
- Plan type
- 2
- Location
- Stratford, CT
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $23,166,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240924085437NAL0007303955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,166,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,166,839
- Net assets (BOY)
- $20,839,712
Income & contributions
- Employer contributions
- $299,885
- Participant contributions
- $845,104
- Total contributions
- $1,365,749
- Total income / additions
- $4,794,694
Expenses & distributions
- Benefits paid
- $2,375,000
- Administrative expenses
- $92,567
- Total expenses
- $2,467,567
- Net increase / (decrease)
- $2,327,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beirne Wealth Consulting Services | ADVISOR | $53,217 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $37,210 | $0 | 2023 |