Plan5500

Desert Financial Credit Union Retirement Plan — Form 5500 plan (Desert Financial 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, Desert Financial Credit Union Retirement Plan is a benefit plan reported by Desert Financial Credit Union under EIN 86-0096740 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $39,513,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Desert Financial Credit Union
EIN
86-0096740
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
746
End-of-year plan assets
$39,513,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023746H, C20240828200231NAL0007058691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,513,548
Total liabilities (EOY)
$0
Net assets (EOY)
$39,513,548
Net assets (BOY)
$36,288,937

Income & contributions

Total contributions
$0
Total income / additions
$4,474,856

Expenses & distributions

Benefits paid
$1,055,407
Administrative expenses
$194,838
Total expenses
$1,250,245
Net increase / (decrease)
$3,224,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brinker Capital, Inc.NONE$194,838not reported in the loaded dataset2023

Related Form 5500 pages