2023 Form 5500 filing — Educational Systems Federal Credit Union Money Purchase 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 20240919110212NAL0005851537001) for Educational Systems Federal Credit Union Money Purchase Plan, reported by Educational Systems Federal Credit Union under EIN 52-0695019 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919110212NAL0005851537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Educational Systems Federal Credit Union
- EIN
- 52-0695019
- Plan number
- 002
- Location
- Greenbelt, MD
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,729,936
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,729,936
- Employer contributions
- $1,009,353
- Total income / additions
- $2,711,027
- Benefits paid
- $1,135,796
- Administrative expenses
- $53,412
- Total expenses
- $1,189,208
- Net increase / (decrease)
- $1,521,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $41,712 | $0 |
| Deleon & Stang, Cpas & Advisors | AUDITOR | $11,700 | not reported in the loaded dataset |