2023 Form 5500 filing — Together 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 20241014102112NAL0013123363001) for Together Credit Union 401(K) Plan, reported by Together Credit Union under EIN 43-0160998 and plan number 002. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$48.1MReported net assets$48,080,299
Participants555
Provider compensation$33.1K1 Schedule C row(s)$33,052
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014102112NAL0013123363001
Plan sponsor
Together Credit Union
EIN
43-0160998
Plan number
002
Location
St. Louis, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$48.1M total assets
Net assets$48.1MLiabilities$0
Money in vs. money out
Total income / additions$11.6M
Total expenses$6.2M
Benefits paid / distributions$6.1M
Contributions
Employer$2M
Participant$2M
Full reported line items
Total assets (EOY)
$48,080,299
Total liabilities (EOY)
$0
Net assets (EOY)
$48,080,299
Employer contributions
$1,993,936
Participant contributions
$1,970,312
Total income / additions
$11,633,266
Benefits paid
$6,126,133
Administrative expenses
$33,052
Total expenses
$6,198,867
Net increase / (decrease)
$5,434,399
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $33.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014102112NAL0013123363001 cover?
It is the 2023 Form 5500 filing for Together Credit Union 401(K) Plan, reported by Together Credit Union (EIN 43-0160998).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages