2023 Form 5500 filing — Floridacentral Credit Union Employee Savings 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 20240726161947NAL0010404947001) for Floridacentral Credit Union Employee Savings Plan, reported by Floridacentral Credit Union under EIN 59-0857430 and plan number 001. It reports 153 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)$10.1MReported net assets$10,105,992
Participants153
Provider compensation$39.2K2 Schedule C row(s)$39,182
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240726161947NAL0010404947001
- Plan sponsor
- Floridacentral Credit Union
- EIN
- 59-0857430
- Plan number
- 001
- Location
- Tampa, FL
- 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)$10.1M total assets
Net assets$10.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,105,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,105,992
- Employer contributions
- $252,942
- Participant contributions
- $508,359
- Total income / additions
- $2,719,499
- Benefits paid
- $3,167,053
- Administrative expenses
- $39,176
- Total expenses
- $3,206,229
- Net increase / (decrease)
- -$486,730
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,781 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $12,393 | $8 |