Mid-Hudson Valley Federal Credit Union 401(K) Plan — Form 5500 plan (Mid-Hudson Valley 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, Mid-Hudson Valley Federal Credit Union 401(K) Plan is a benefit plan reported by Mid-Hudson Valley Federal Credit Union under EIN 14-1471539 and plan number 003. The latest loaded filing year is 2023. The filing reports 337 participants and $28,286,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Hudson Valley Federal Credit Union
- EIN
- 14-1471539
- Plan number
- 003
- Plan type
- 2
- Location
- Kingston, NY
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $28,286,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20240808150321NAL0005065569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,286,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,286,386
- Net assets (BOY)
- $24,211,429
Income & contributions
- Employer contributions
- $1,014,023
- Participant contributions
- $1,317,576
- Total contributions
- $2,358,599
- Total income / additions
- $6,265,043
Expenses & distributions
- Benefits paid
- $2,113,381
- Administrative expenses
- $76,705
- Total expenses
- $2,190,086
- Net increase / (decrease)
- $4,074,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $29,047 | $0 | 2023 |
| One Digital Investment Advisors | NONE | $15,900 | not reported in the loaded dataset | 2023 |