Adelfi Cu 401(K) Plan — Form 5500 plan (Adelfi 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, Adelfi Cu 401(K) Plan is a benefit plan reported by Adelfi Credit Union under EIN 95-6111723 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $27,409,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adelfi Credit Union
- EIN
- 95-6111723
- Plan number
- 002
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $27,409,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20240730174807NAL0013690387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,409,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,409,850
- Net assets (BOY)
- $24,713,821
Income & contributions
- Employer contributions
- $428,620
- Participant contributions
- $1,014,248
- Total contributions
- $1,727,706
- Total income / additions
- $6,246,344
Expenses & distributions
- Benefits paid
- $3,527,117
- Administrative expenses
- $23,198
- Total expenses
- $3,550,315
- Net increase / (decrease)
- $2,696,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,308 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,890 | not reported in the loaded dataset | 2023 |