Trustone Financial Credit Union 401(K) Plan — Form 5500 plan (Trustone Financial 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, Trustone Financial Credit Union 401(K) Plan is a benefit plan reported by Trustone Financial Credit Union under EIN 41-0749255 and plan number 003. The latest loaded filing year is 2023. The filing reports 751 participants and $66,461,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustone Financial Credit Union
- EIN
- 41-0749255
- Plan number
- 003
- Plan type
- 2
- Location
- Burnsville, MN
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $66,461,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20241004134841NAL0011484545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,461,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,461,897
- Net assets (BOY)
- $57,547,369
Income & contributions
- Employer contributions
- $3,319,770
- Participant contributions
- $2,941,786
- Total contributions
- $6,434,699
- Total income / additions
- $16,427,881
Expenses & distributions
- Benefits paid
- $7,410,167
- Administrative expenses
- $102,389
- Total expenses
- $7,513,353
- Net increase / (decrease)
- $8,914,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,923 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,466 | not reported in the loaded dataset | 2023 |