2023 Form 5500 filing — Associated Credit Union Of Texas 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528124345NAL0010781169001) for Associated Credit Union Of Texas 401(K) Plan And Trust, reported by Associated Credit Union Of Texas under EIN 74-1321144 and plan number 003. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240528124345NAL0010781169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Credit Union Of Texas
- EIN
- 74-1321144
- Plan number
- 003
- Location
- League City, TX
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,253,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,253,289
- Employer contributions
- $577,028
- Participant contributions
- $669,389
- Total income / additions
- $4,169,783
- Benefits paid
- $1,339,275
- Administrative expenses
- $26,289
- Total expenses
- $1,380,167
- Net increase / (decrease)
- $2,789,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Serv | BROKER | $0 | $24,199 |
| Associ Credit Union | SVC PROVIDER | $14,059 | not reported in the loaded dataset |
| The Allocation Company Inc | TPA | $0 | $7,678 |
| Voya Retirement Insurance And Annui | RECORDKEEPER | $0 | $0 |