2023 Form 5500 filing — Eglin Federal Credit Union 401(K) Retirement 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 20240729114251NAL0040901426001) for Eglin Federal Credit Union 401(K) Retirement Plan, reported by Eglin Federal Credit Union under EIN 59-0724728 and plan number 002. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729114251NAL0040901426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eglin Federal Credit Union
- EIN
- 59-0724728
- Plan number
- 002
- Location
- Ft Walton Beach, FL
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,984,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,984,066
- Employer contributions
- $647,405
- Participant contributions
- $1,388,083
- Total income / additions
- $5,778,415
- Benefits paid
- $1,049,410
- Administrative expenses
- $88,867
- Total expenses
- $1,138,277
- Net increase / (decrease)
- $4,640,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,921 | $0 |
| Mml Investors Services LLC | OTHER SERVICES | $0 | $20,797 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |