2023 Form 5500 filing — East Texas Professional Credit Union Salary 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 20241008170444NAL0009919475001) for East Texas Professional Credit Union Salary Savings Plan, reported by East Texas Professional Credit Union under EIN 75-0913075 and plan number 002. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008170444NAL0009919475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- East Texas Professional Credit Union
- EIN
- 75-0913075
- Plan number
- 002
- Location
- Longview, TX
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,366,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,366,524
- Employer contributions
- $508,661
- Participant contributions
- $696,065
- Total income / additions
- $3,993,066
- Benefits paid
- $451,479
- Administrative expenses
- $7,891
- Total expenses
- $457,193
- Net increase / (decrease)
- $3,535,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $24,549 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,891 | $0 |