Sandia Laboratory Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Sandia Laboratory 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, Sandia Laboratory Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Sandia Laboratory Federal Credit Union under EIN 85-0113445 and plan number 002. The latest loaded filing year is 2023. The filing reports 577 participants and $39,301,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sandia Laboratory Federal Credit Union
- EIN
- 85-0113445
- Plan number
- 002
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $39,301,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20241011145804NAL0012643795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,301,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,301,356
- Net assets (BOY)
- $33,824,771
Income & contributions
- Employer contributions
- $1,239,985
- Participant contributions
- $2,829,125
- Total contributions
- $4,707,861
- Total income / additions
- $9,833,652
Expenses & distributions
- Benefits paid
- $4,267,258
- Administrative expenses
- $89,809
- Total expenses
- $4,357,067
- Net increase / (decrease)
- $5,476,585
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $57,919 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $31,890 | not reported in the loaded dataset | 2023 |