Altra Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Altra 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, Altra Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Altra Federal Credit Union under EIN 39-0662755 and plan number 001. The latest loaded filing year is 2023. The filing reports 610 participants and $63,649,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altra Federal Credit Union
- EIN
- 39-0662755
- Plan number
- 001
- Plan type
- 2
- Location
- Onalaska, WI
- Latest filing year
- 2023
- Participants
- 610
- End-of-year plan assets
- $63,649,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 610 | H, C | 20240815120410NAL0013161089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,649,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,649,361
- Net assets (BOY)
- $51,923,790
Income & contributions
- Employer contributions
- $2,783,945
- Participant contributions
- $2,743,400
- Total contributions
- $5,990,448
- Total income / additions
- $15,800,506
Expenses & distributions
- Benefits paid
- $3,917,760
- Administrative expenses
- $157,175
- Total expenses
- $4,074,935
- Net increase / (decrease)
- $11,725,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $102,477 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $54,698 | not reported in the loaded dataset | 2023 |