Original filing (PDF)20251015172036NAL0002696835001

MUTUAL FIRST FCU

Name: MUTUAL FIRST FCU — MUTUAL FIRST FCU 401(K) PLAN, Form 5500 (2024)
Creator: MUTUAL FIRST FCU

Form 5500-SF

FILING_RECEIVED

MUTUAL FIRST FCU 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUTUAL FIRST FCU.

Plan sponsor

Name

MUTUAL FIRST FCU

EIN

47-6024482

Address

14510 F STREET, SUITE 201 · OMAHA, NE · 68137

Phone

(402) 697-3592

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ALLEGENT COMMUNITY FEDERAL CREDIT UNION

ALLEGENT COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$3.5M · 42 participants

MUTUAL CREDIT UNION

MUTUAL CREDIT UNION 401(K) PLAN

$3.5M · 74 participants

AOD FEDERAL CREDIT UNION

AOD FEDERAL CREDIT UNION RETIREMENT PLAN

$3.5M · 64 participants

PARDA FEDERAL CREDIT UNION

PARDA FEDERAL CREDIT UNION RETIREMENT SAVINGS FUND

$3.5M · 42 participants

LONE STAR CREDIT UNION

LONE STAR CREDIT UNION 401(K) PLAN