Summit Federal Credit Union DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Summit Federal Credit Union
  • Sponsor EIN: 160754720
  • Sponsor Address: 100 MARINA DR, ROCHESTER, NY, 146265104
  • Plan Type: DB
  • Plan Number: 001
  • Total Participants: 194
  • Total Assets: $34.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023194$34.0M$0$0
2022170$31.8M$0$0

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