2023 Form 5500 filing — Tyndall Federal Credit Union 401(K) Plan
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 20240722061956NAL0005626051001) for Tyndall Federal Credit Union 401(K) Plan, reported by Tyndall Federal Credit Union under EIN 59-0793427 and plan number 002. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722061956NAL0005626051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tyndall Federal Credit Union
- EIN
- 59-0793427
- Plan number
- 002
- Location
- Panama City, FL
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,006,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,006,491
- Employer contributions
- $1,061,335
- Participant contributions
- $1,050,103
- Total income / additions
- $6,080,082
- Benefits paid
- $2,524,876
- Administrative expenses
- $105,624
- Total expenses
- $2,654,347
- Net increase / (decrease)
- $3,425,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $50,072 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $25,000 | not reported in the loaded dataset |
| Thompson Hine Llp | LEGAL FEE | $17,801 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,751 | not reported in the loaded dataset |