Keypoint Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (Keypoint 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, Keypoint Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by Keypoint Credit Union under EIN 94-2600376 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $42,137,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keypoint Credit Union
- EIN
- 94-2600376
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $42,137,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240625141647NAL0007476033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,137,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,137,539
- Net assets (BOY)
- $34,982,973
Income & contributions
- Employer contributions
- $631,953
- Participant contributions
- $1,482,904
- Total contributions
- $2,403,653
- Total income / additions
- $9,317,770
Expenses & distributions
- Benefits paid
- $2,080,217
- Administrative expenses
- $82,987
- Total expenses
- $2,163,204
- Net increase / (decrease)
- $7,154,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newfront Retirement Services Inc | ADVISOR | $54,180 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $29,402 | $0 | 2023 |