Hvcu 401(K) Plan — Form 5500 plan (Hudson Valley 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, Hvcu 401(K) Plan is a benefit plan reported by Hudson Valley Credit Union under EIN 14-1471439 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,384 participants and $78,639,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hudson Valley Credit Union
EIN
14-1471439
Plan number
002
Plan type
2
Location
Poughkeepsie, NY
Latest filing year
2023
Participants
1,384
End-of-year plan assets
$78,639,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,384H, C20240603163829NAL0008944819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,639,330
Total liabilities (EOY)
$0
Net assets (EOY)
$78,639,330
Net assets (BOY)
$64,108,678

Income & contributions

Employer contributions
$2,657,931
Participant contributions
$4,642,251
Total contributions
$8,540,952
Total income / additions
$20,207,599

Expenses & distributions

Benefits paid
$5,631,847
Administrative expenses
$34,889
Total expenses
$5,676,947
Net increase / (decrease)
$14,530,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirment, IncINVESTMENT ADVISORY$0$37,7662023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$34,889$02023

Related Form 5500 pages