2023 Form 5500 filing — Associated Credit Union 401(K) Plan And Trust
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 20240918091858NAL0001620451001) for Associated Credit Union 401(K) Plan And Trust, reported by Associated Credit Union under EIN 58-0240950 and plan number 004. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918091858NAL0001620451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Credit Union
- EIN
- 58-0240950
- Plan number
- 004
- Location
- Norcross, GA
- Participants
- 441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,354,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,354,237
- Employer contributions
- $1,373,894
- Participant contributions
- $1,396,062
- Total income / additions
- $7,927,748
- Benefits paid
- $3,728,901
- Administrative expenses
- $89,083
- Total expenses
- $3,817,984
- Net increase / (decrease)
- $4,109,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $57,617 | $0 |
| Members Capital Advisors, Inc. | NONE | $31,466 | not reported in the loaded dataset |