Safe Credit Union 401(K) Profit-Sharing Plan — Form 5500 plan (Safe 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, Safe Credit Union 401(K) Profit-Sharing Plan is a benefit plan reported by Safe Credit Union under EIN 94-1179501 and plan number 002. The latest loaded filing year is 2023. The filing reports 969 participants and $93,610,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Safe Credit Union
- EIN
- 94-1179501
- Plan number
- 002
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 969
- End-of-year plan assets
- $93,610,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 969 | H, C | 20240927141425NAL0002208625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,610,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,610,491
- Net assets (BOY)
- $75,477,184
Income & contributions
- Employer contributions
- $4,520,930
- Participant contributions
- $4,730,315
- Total contributions
- $10,698,341
- Total income / additions
- $24,287,710
Expenses & distributions
- Benefits paid
- $5,918,045
- Administrative expenses
- $189,597
- Total expenses
- $6,154,403
- Net increase / (decrease)
- $18,133,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $119,636 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $47,500 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $22,461 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Safe Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation