2023 Form 5500 filing — Alabama One 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 20241015093939NAL0016073283001) for Alabama One Credit Union 401(K) Plan, reported by Alabama One Credit Union under EIN 63-0353833 and plan number 004. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093939NAL0016073283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alabama One Credit Union
- EIN
- 63-0353833
- Plan number
- 004
- Location
- Tuscaloosa, AL
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,434,130
- Total liabilities (EOY)
- $1,614
- Net assets (EOY)
- $13,432,516
- Employer contributions
- $1,229,832
- Participant contributions
- $680,156
- Total income / additions
- $3,931,349
- Benefits paid
- $1,151,764
- Administrative expenses
- $59,726
- Total expenses
- $1,213,104
- Net increase / (decrease)
- $2,718,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | ADVISOR | $28,795 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $25,187 | $0 |
| Newport Trust Company | TRUSTEE | $5,744 | $0 |