Nusenda Federal Credit Union 401(K) Plan — Form 5500 plan (Nusenda 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, Nusenda Federal Credit Union 401(K) Plan is a benefit plan reported by Nusenda Federal Credit Union under EIN 85-0105773 and plan number 002. The latest loaded filing year is 2023. The filing reports 921 participants and $25,545,258 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.5MPlan net assets, end of year$25,545,258
Participants921Covered participants reported
Assets / participant$27.7KComputed: assets ÷ participants$27,736 (computed)
Provider compensation$64.7K2 Schedule C provider row(s)$64,669
Plan sponsor
Nusenda Federal Credit Union
EIN
85-0105773
Plan number
002
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023921H, C20241014171106NAL0053303026001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.5M total assets
Net assets$25.5MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$336.5K
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$25,545,258
Total liabilities (EOY)
$0
Net assets (EOY)
$25,545,258
Net assets (BOY)
$20,310,403

Income & contributions

Employer contributions
$336,543
Participant contributions
$2,511,266
Total contributions
$3,146,923
Total income / additions
$6,655,183

Expenses & distributions

Benefits paid
$1,332,193
Administrative expenses
$64,669
Total expenses
$1,420,328
Net increase / (decrease)
$5,234,855

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$43,044$02023
Members Capital Advisors, Inc.NONE$21,625not reported in the loaded dataset2023

Related Form 5500 pages