Affinity Plus 401(K) Retirement Plan — Form 5500 plan (Affinity Plus 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, Affinity Plus 401(K) Retirement Plan is a benefit plan reported by Affinity Plus Federal Credit Union under EIN 41-0557541 and plan number 033. The latest loaded filing year is 2023. The filing reports 753 participants and $83,865,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affinity Plus Federal Credit Union
- EIN
- 41-0557541
- Plan number
- 033
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 753
- End-of-year plan assets
- $83,865,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 753 | H, C | 20241008131627NAL0008378707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,865,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,865,661
- Net assets (BOY)
- $65,793,652
Income & contributions
- Employer contributions
- $3,178,973
- Participant contributions
- $3,898,355
- Total contributions
- $7,622,876
- Total income / additions
- $20,049,067
Expenses & distributions
- Benefits paid
- $1,907,418
- Administrative expenses
- $69,640
- Total expenses
- $1,977,058
- Net increase / (decrease)
- $18,072,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marks Group Wealth Management | INVESTMENT ADVISORY | $0 | $90,555 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,640 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Affinity Plus Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Saint Paul, MN
- Marks Group Wealth Management — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation