Nutmeg State Financial Credit Union 401(K) Plan — Form 5500 plan (Nutmeg State Financial Credit)
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, Nutmeg State Financial Credit Union 401(K) Plan is a benefit plan reported by Nutmeg State Financial Credit under EIN 06-0655039 and plan number 003. The latest loaded filing year is 2023. The filing reports 117 participants and $6,321,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nutmeg State Financial Credit
- EIN
- 06-0655039
- Plan number
- 003
- Plan type
- 2
- Location
- Rocky Hill, CT
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $6,321,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20240913112335NAL0011580897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,321,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,321,214
- Net assets (BOY)
- $5,926,439
Income & contributions
- Employer contributions
- $243,948
- Participant contributions
- $502,446
- Total contributions
- $746,394
- Total income / additions
- $1,642,184
Expenses & distributions
- Benefits paid
- $1,207,304
- Administrative expenses
- $40,105
- Total expenses
- $1,247,409
- Net increase / (decrease)
- $394,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $415 | $0 | 2023 |