2023 Form 5500 filing — Five Star Credit Union 401(K) Retirement 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 20240823081511NAL0010841616001) for Five Star Credit Union 401(K) Retirement Savings Plan, reported by Five Star Credit Union under EIN 58-0960142 and plan number 002. It reports 121 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240823081511NAL0010841616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Five Star Credit Union
- EIN
- 58-0960142
- Plan number
- 002
- Location
- Dothan, AL
- Participants
- 121
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,863,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,863,576
- Employer contributions
- $499,535
- Participant contributions
- $558,366
- Total income / additions
- $2,610,420
- Benefits paid
- $1,242,959
- Administrative expenses
- $49,904
- Total expenses
- $1,292,863
- Net increase / (decrease)
- $1,317,557
- Schedule source
- Schedule I