Santa Clara County Federal Credit Union 401(K) Plan — Form 5500 plan (Santa Clara County 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, Santa Clara County Federal Credit Union 401(K) Plan is a benefit plan reported by Santa Clara County Federal Credit Union under EIN 94-1509091 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $24,668,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Clara County Federal Credit Union
- EIN
- 94-1509091
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $24,668,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241010140810NAL0020256817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,668,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,668,835
- Net assets (BOY)
- $20,871,776
Income & contributions
- Employer contributions
- $626,164
- Participant contributions
- $1,126,929
- Total contributions
- $1,753,093
- Total income / additions
- $4,927,738
Expenses & distributions
- Benefits paid
- $1,028,832
- Administrative expenses
- $59,239
- Total expenses
- $1,130,679
- Net increase / (decrease)
- $3,797,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group Inc | INVESTMENT ADVISOR | $37,027 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,642 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $574 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santa Clara County Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Nwk Group Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation