Stanford Federal Credit Union Deferred Compensation Plan — Form 5500 plan (Stanford 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, Stanford Federal Credit Union Deferred Compensation Plan is a benefit plan reported by Stanford Federal Credit Union under EIN 94-1492212 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $35,769,576 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.8MPlan net assets, end of year$35,769,576
Participants424Covered participants reported
Assets / participant$84.4KComputed: assets ÷ participants$84,362 (computed)
Provider compensation$40.1K1 Schedule C provider row(s)$40,134
Plan sponsor
Stanford Federal Credit Union
EIN
94-1492212
Plan number
001
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    424 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.8M total assets
Net assets$35.8MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$1.7M
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$35,769,576
Total liabilities (EOY)
$0
Net assets (EOY)
$35,769,576
Net assets (BOY)
$28,529,342

Income & contributions

Employer contributions
$1,665,423
Participant contributions
$2,257,370
Total contributions
$4,220,205
Total income / additions
$9,423,954

Expenses & distributions

Benefits paid
$2,143,967
Administrative expenses
$39,753
Total expenses
$2,183,720
Net increase / (decrease)
$7,240,234
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $39.8K · Indirect $381

What to inspect next

Frequently asked questions

Who sponsors the Stanford Federal Credit Union Deferred Compensation Plan?
Stanford Federal Credit Union Deferred Compensation Plan is reported as sponsored by Stanford Federal Credit Union (EIN 94-1492212, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Stanford Federal Credit Union Deferred Compensation Plan?
The latest Form 5500 filing year loaded for Stanford Federal Credit Union Deferred Compensation Plan is 2023.
How many participants does Stanford Federal Credit Union Deferred Compensation Plan report?
Stanford Federal Credit Union Deferred Compensation Plan reports 424 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Stanford Federal Credit Union Deferred Compensation Plan?
Stanford Federal Credit Union Deferred Compensation Plan reports $35,769,576 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages