Notre Dame Federal Credit Union 401(K) Savings Program — Form 5500 plan (Notre Dame 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, Notre Dame Federal Credit Union 401(K) Savings Program is a benefit plan reported by Notre Dame Federal Credit Union under EIN 35-0868189 and plan number 003. The latest loaded filing year is 2023. The filing reports 287 participants and $13,959,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Notre Dame Federal Credit Union
- EIN
- 35-0868189
- Plan number
- 003
- Plan type
- 2
- Location
- Notre Dame, IN
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $13,959,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241009153712NAL0018671217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,959,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,959,706
- Net assets (BOY)
- $12,142,495
Income & contributions
- Employer contributions
- $841,491
- Participant contributions
- $1,205,769
- Total contributions
- $2,076,832
- Total income / additions
- $3,998,886
Expenses & distributions
- Benefits paid
- $2,180,175
- Administrative expenses
- $1,500
- Total expenses
- $2,181,675
- Net increase / (decrease)
- $1,817,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $1,500 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |