2023 Form 5500 filing — Family Trust Federal 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 20241010073942NAL0035194208001) for Family Trust Federal Credit Union 401(K) Plan, reported by Family Trust Federal Credit Union under EIN 57-0400781 and plan number 033. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010073942NAL0035194208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Trust Federal Credit Union
- EIN
- 57-0400781
- Plan number
- 033
- Location
- Rock Hill, SC
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,972,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,972,023
- Employer contributions
- $269,878
- Participant contributions
- $505,545
- Total income / additions
- $2,894,368
- Benefits paid
- $2,818,293
- Administrative expenses
- $20,375
- Total expenses
- $2,840,852
- Net increase / (decrease)
- $53,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,375 | $0 |