Seven Seventeen Credit Union Inc 401k Savings Plan Salaried Employees — Form 5500 plan (Seven Seventeen 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, Seven Seventeen Credit Union Inc 401k Savings Plan Salaried Employees is a benefit plan reported by Seven Seventeen Credit Union under EIN 34-0825325 and plan number 003. The latest loaded filing year is 2023. The filing reports 163 participants and $36,331,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seven Seventeen Credit Union
- EIN
- 34-0825325
- Plan number
- 003
- Plan type
- 2
- Location
- Warren, OH
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $36,331,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015144149NAL0030018945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,331,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,331,799
- Net assets (BOY)
- $28,359,044
Income & contributions
- Employer contributions
- $2,035,301
- Participant contributions
- $1,213,905
- Total contributions
- $3,249,206
- Total income / additions
- $8,899,498
Expenses & distributions
- Benefits paid
- $1,306,751
- Administrative expenses
- $22,526
- Total expenses
- $1,343,721
- Net increase / (decrease)
- $7,555,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $30,968 | $0 | 2023 |