2023 Form 5500 filing — Vystar Credit Union 401(K) 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 20241002141043NAL0004863203001) for Vystar Credit Union 401(K) Plan, reported by Vystar Credit Union under EIN 59-0690965 and plan number 002. It reports 2,536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002141043NAL0004863203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vystar Credit Union
- EIN
- 59-0690965
- Plan number
- 002
- Location
- Jacksonville, FL
- Participants
- 2,536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,108,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,108,681
- Employer contributions
- $6,907,546
- Participant contributions
- $11,612,304
- Total income / additions
- $43,473,948
- Benefits paid
- $12,946,548
- Administrative expenses
- $112,253
- Total expenses
- $13,114,492
- Net increase / (decrease)
- $30,359,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement | INVESTMENT ADVISOR | $67,363 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $39,731 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $11,130 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,971 | $0 |