Fivepoint Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fivepoint Credit Union (EIN 74-1109889) is a plan sponsor located in Nederland, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1109889
Location
Nederland, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,748,878
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,748,878

Contributions & income

Employer contributions
$618,861
Participant contributions
$860,781
Total income / additions
$5,030,073

Expenses & distributions

Benefits paid / distributions
$2,555,817
Total expenses
$2,583,397
Net increase / (decrease)
$2,446,676

Coverage

Total reported participants
437
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fivepoint Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Fivepoint Credit Union Thrift And Savings Plan001248$23,748,8782023
Fivepoint Credit Union Health And Welfare Plan501189not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fivepoint Credit Union
YearPlanParticipantsSchedulesFiling
2023Fivepoint Credit Union Health And Welfare Plan18920240408161316NAL0027784416001
2023Fivepoint Credit Union Thrift And Savings Plan248H, C20240903184158NAL0019285489001

Related Form 5500 pages