1st United Credit Union Profit Sharing And Savings Plan — Form 5500 plan (1st United 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, 1st United Credit Union Profit Sharing And Savings Plan is a benefit plan reported by 1st United Credit Union under EIN 94-0335800 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $33,951,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 1st United Credit Union
- EIN
- 94-0335800
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $33,951,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240812133846NAL0020805474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,951,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,951,859
- Net assets (BOY)
- $28,256,189
Income & contributions
- Employer contributions
- $976,921
- Participant contributions
- $1,369,480
- Total contributions
- $2,490,205
- Total income / additions
- $7,373,812
Expenses & distributions
- Benefits paid
- $1,624,832
- Administrative expenses
- $53,310
- Total expenses
- $1,678,142
- Net increase / (decrease)
- $5,695,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Opera | INVESTMENT MANAGEMENT | $0 | $53,956 | 2023 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $35,929 | $3 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,381 | $13,279 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 1st United Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Morgan Stanley Global — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation