Security First Federal Credit Union Retirement Pension Plan — Form 5500 plan (Security First 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, Security First Federal Credit Union Retirement Pension Plan is a benefit plan reported by Security First Federal Credit Union under EIN 74-1119459 and plan number 022. The latest loaded filing year is 2023. The filing reports 186 participants and $9,758,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Security First Federal Credit Union
EIN
74-1119459
Plan number
022
Plan type
2
Location
Edinburg, TX
Latest filing year
2023
Participants
186
End-of-year plan assets
$9,758,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241003161957NAL0005045091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,758,937
Total liabilities (EOY)
$0
Net assets (EOY)
$9,758,937
Net assets (BOY)
$8,553,657

Income & contributions

Total contributions
$0
Total income / additions
$1,313,113

Expenses & distributions

Benefits paid
$41,325
Administrative expenses
$66,508
Total expenses
$107,833
Net increase / (decrease)
$1,205,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$64,854not reported in the loaded dataset2023
Trusteed Retirement ProgramNONE$1,654not reported in the loaded dataset2023

Related Form 5500 pages