Union Square Credit Union 401(K) Plan — Form 5500 plan (Union Square 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, Union Square Credit Union 401(K) Plan is a benefit plan reported by Union Square Credit Union under EIN 75-0971964 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $12,941,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Square Credit Union
- EIN
- 75-0971964
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita Falls, TX
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $12,941,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241009082145NAL0009036419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,941,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,941,393
- Net assets (BOY)
- $12,360,364
Income & contributions
- Employer contributions
- $456,580
- Participant contributions
- $628,154
- Total contributions
- $1,097,858
- Total income / additions
- $2,982,714
Expenses & distributions
- Benefits paid
- $2,346,223
- Administrative expenses
- $55,462
- Total expenses
- $2,401,685
- Net increase / (decrease)
- $581,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $31,291 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $15,263 | $0 | 2023 |