2023 Form 5500 filing — Inova 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 20240726131129NAL0010228467001) for Inova Federal Credit Union 401(K) Plan, reported by Inova Federal Credit Union under EIN 35-0887540 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.4MReported net assets$11,402,998
Participants139
Provider compensation$6201 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240726131129NAL0010228467001
- Plan sponsor
- Inova Federal Credit Union
- EIN
- 35-0887540
- Plan number
- 002
- Location
- Elkhart, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,402,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,402,998
- Employer contributions
- $409,199
- Participant contributions
- $711,440
- Total income / additions
- $2,878,950
- Benefits paid
- $1,080,612
- Administrative expenses
- $3,577
- Total expenses
- $1,084,189
- Net increase / (decrease)
- $1,794,761
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $620 | $0 |