America First Credit Union 401(K) Plan And Trust — Form 5500 plan (America First 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, America First Credit Union 401(K) Plan And Trust is a benefit plan reported by America First Credit Union under EIN 87-0216202 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,815 participants and $118,457,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
America First Credit Union
EIN
87-0216202
Plan number
002
Plan type
2
Location
Riverdale, UT
Latest filing year
2023
Participants
2,815
End-of-year plan assets
$118,457,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,815H, C20241010154215NAL0020452929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,457,882
Total liabilities (EOY)
$0
Net assets (EOY)
$118,457,882
Net assets (BOY)
$91,203,527

Income & contributions

Employer contributions
$2,102,896
Participant contributions
$10,991,647
Total contributions
$13,850,241
Total income / additions
$30,922,312

Expenses & distributions

Benefits paid
$3,338,664
Administrative expenses
$329,293
Total expenses
$3,667,957
Net increase / (decrease)
$27,254,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman Inc.NONE$271,550not reported in the loaded dataset2023
Morgan Stanley & Co. LLCNONE$57,843not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$17,3242023

Related Form 5500 pages