Members Trust of The Southwest Federal Credit Union

Form 5500

MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION

PO Box 925687, Houston, Tx 77292 (713) 681-0339 EIN:76-0647261 Plan Admin:Liliana Canga

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY41 / 41 Assets BOY/EOY$1,734,954 / $2,109,854	2023	MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST - Plan #002	41 / 41	$1,734,954 / $2,109,854
2022	Plan NameMEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY24 / 21 Assets BOY/EOY$9,598,836 / $7,680,361	2022	MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001	24 / 21	$9,598,836 / $7,680,361
2022	Plan NameMEMBERS TRUST OF THE SOUTHWEST FCU 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY38 / 40 Assets BOY/EOY$2,036,857 / $1,734,954	2022	MEMBERS TRUST OF THE SOUTHWEST FCU 401(K) PLAN AND TRUST - Plan #002	38 / 40	$2,036,857 / $1,734,954
2021	Plan NameMEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY24 / 24 Assets BOY/EOY$8,289,184 / $9,598,836	2021	MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001	24 / 24	$8,289,184 / $9,598,836
2021	Plan NameMEMBERS TRUST OF THE SOUTHWEST FCU 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY25 / 39 Assets BOY/EOY$1,706,781 / $2,036,857	2021	MEMBERS TRUST OF THE SOUTHWEST FCU 401(K) PLAN AND TRUST - Plan #002	25 / 39	$1,706,781 / $2,036,857
2020	Plan NameMEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY33 / 21 Assets BOY/EOY$7,640,337 / $8,289,184	2020	MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001	33 / 21	$7,640,337 / $8,289,184
2020	Plan NameMEMBERS TRUST OF THE SOUTHWEST FCU 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY35 / 34 Assets BOY/EOY$1,789,548 / $1,706,781	2020	MEMBERS TRUST OF THE SOUTHWEST FCU 401(K) PLAN AND TRUST - Plan #002	35 / 34	$1,789,548 / $1,706,781
2019	Plan NameMEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY32 / 31 Assets BOY/EOY$6,523,265 / $7,640,337	2019	MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001	32 / 31	$6,523,265 / $7,640,337
2019	Plan NameMEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY34 / 35 Assets BOY/EOY$1,249,683 / $1,789,548	2019	MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST - Plan #002	34 / 35	$1,249,683 / $1,789,548