Usalliance Federal Credit Union 401(K) Plan — Form 5500 plan (Usalliance 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, Usalliance Federal Credit Union 401(K) Plan is a benefit plan reported by Usalliance Federal Credit Union under EIN 13-6256810 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $30,841,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usalliance Federal Credit Union
- EIN
- 13-6256810
- Plan number
- 002
- Plan type
- 2
- Location
- Rye, NY
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $30,841,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20240822142436NAL0002619347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,841,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,841,158
- Net assets (BOY)
- $25,962,011
Income & contributions
- Employer contributions
- $1,093,617
- Participant contributions
- $1,614,885
- Total contributions
- $3,121,108
- Total income / additions
- $8,250,341
Expenses & distributions
- Benefits paid
- $3,353,304
- Administrative expenses
- $2,101
- Total expenses
- $3,371,194
- Net increase / (decrease)
- $4,879,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,101 | $0 | 2023 |