University First Federal Credit Union 401(K) Retirement Plan — Form 5500 plan (University First 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, University First Federal Credit Union 401(K) Retirement Plan is a benefit plan reported by University First Federal Credit Union under EIN 87-0234218 and plan number 002. The latest loaded filing year is 2023. The filing reports 558 participants and $29,645,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University First Federal Credit Union
- EIN
- 87-0234218
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 558
- End-of-year plan assets
- $29,645,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 558 | H, C | 20240930171312NAL0005838545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,645,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,645,441
- Net assets (BOY)
- $22,634,391
Income & contributions
- Employer contributions
- $2,872,771
- Participant contributions
- $822,469
- Total contributions
- $4,202,116
- Total income / additions
- $8,045,555
Expenses & distributions
- Benefits paid
- $885,612
- Administrative expenses
- $140,712
- Total expenses
- $1,034,505
- Net increase / (decrease)
- $7,011,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $69,980 | $0 | 2023 |
| D A Davidson & Co | INVESTMENT ADVISORY- PLAN | $63,347 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | RECORDKEEPER | $6,469 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University First Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Transamerica Retirement Solutions — Schedule C compensation
- D A Davidson & Co — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation