2023 Form 5500 filing — Gulf Winds Credit Union 401k Plan And Trust
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 20241011150206NAL0039147424001) for Gulf Winds Credit Union 401k Plan And Trust, reported by Gulf Winds Credit Union under EIN 59-6143861 and plan number 002. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150206NAL0039147424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gulf Winds Credit Union
- EIN
- 59-6143861
- Plan number
- 002
- Location
- Pensacola, FL
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,300,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,300,086
- Employer contributions
- $319,727
- Participant contributions
- $773,511
- Total income / additions
- $3,471,465
- Benefits paid
- $2,001,315
- Administrative expenses
- $57,473
- Total expenses
- $2,068,285
- Net increase / (decrease)
- $1,403,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reedmark Advisors, LLC | NONE | $39,100 | not reported in the loaded dataset |
| Benefit Plans Admin Services | NONE | $18,373 | $0 |