Mazuma Credit Union 401(K) Success Sharing Plan — Form 5500 plan (Mazuma 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, Mazuma Credit Union 401(K) Success Sharing Plan is a benefit plan reported by Mazuma Credit Union under EIN 44-0544335 and plan number 002. The latest loaded filing year is 2023. The filing reports 303 participants and $19,938,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mazuma Credit Union
- EIN
- 44-0544335
- Plan number
- 002
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $19,938,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241002104441NAL0004732035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,938,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,938,038
- Net assets (BOY)
- $16,165,109
Income & contributions
- Employer contributions
- $646,878
- Participant contributions
- $1,199,345
- Total contributions
- $1,943,088
- Total income / additions
- $4,570,543
Expenses & distributions
- Benefits paid
- $715,986
- Administrative expenses
- $81,628
- Total expenses
- $797,614
- Net increase / (decrease)
- $3,772,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisor LLC | ADVISOR | $48,747 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $32,881 | $0 | 2023 |