Affinity Federal Credit Union 401(K) Plan — Form 5500 plan (Affinity 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, Affinity Federal Credit Union 401(K) Plan is a benefit plan reported by Affinity Federal Credit Union under EIN 13-5562114 and plan number 002. The latest loaded filing year is 2023. The filing reports 751 participants and $96,498,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affinity Federal Credit Union
- EIN
- 13-5562114
- Plan number
- 002
- Plan type
- 2
- Location
- Basking Ridge, NJ
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $96,498,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20241004071509NAL0019092576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,498,952
- Net assets (EOY)
- $96,498,952
- Net assets (BOY)
- $80,571,835
Income & contributions
- Employer contributions
- $2,368,206
- Participant contributions
- $3,859,033
- Total contributions
- $7,014,267
- Total income / additions
- $20,872,708
Expenses & distributions
- Benefits paid
- $4,779,683
- Administrative expenses
- $155,892
- Total expenses
- $4,945,591
- Net increase / (decrease)
- $15,927,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $64,232 | $0 | 2023 |
| Cap Financial Partners LLC | INVESTMENT ADVISORY | $50,672 | not reported in the loaded dataset | 2023 |
| Eisneramper | AUDITOR | $37,800 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $321 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Affinity Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Basking Ridge, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Cap Financial Partners LLC — Schedule C compensation
- Eisneramper — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation