2023 Form 5500 filing — Americas Credit Union, A Federal Credit Union 401(K) 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 20241003102439NAL0004784259001) for Americas Credit Union, A Federal Credit Union 401(K) Savings Plan, reported by America'S Credit Union, A Federal Credit Union under EIN 91-0620623 and plan number 002. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003102439NAL0004784259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- America'S Credit Union, A Federal Credit Union
- EIN
- 91-0620623
- Plan number
- 002
- Location
- Dupont, WA
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,615,253
- Total liabilities (EOY)
- $38,431
- Net assets (EOY)
- $12,576,822
- Employer contributions
- $1,128,033
- Participant contributions
- $697,627
- Total income / additions
- $3,913,050
- Benefits paid
- $1,698,993
- Administrative expenses
- $29,656
- Total expenses
- $1,728,649
- Net increase / (decrease)
- $2,184,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $21,209 | not reported in the loaded dataset |
| Definiti LLC | CONTRACT ADMIN | $8,823 | not reported in the loaded dataset |
| Capital Research And Management Co | RECORDKEEPER | $2,773 | $0 |
| Randall & Hurley (Na Na) | CONTRACT ADMIN | $0 | not reported in the loaded dataset |