2023 Form 5500 filing — Apple Federal Credit Union 401(K) Retirement 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 20241015110148NAL0029337969001) for Apple Federal Credit Union 401(K) Retirement Plan, reported by Apple Federal Credit Union under EIN 54-0629628 and plan number 002. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110148NAL0029337969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apple Federal Credit Union
- EIN
- 54-0629628
- Plan number
- 002
- Location
- Fairfax, VA
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,781,849
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $48,781,831
- Employer contributions
- $1,767,452
- Participant contributions
- $3,359,389
- Total income / additions
- $12,936,217
- Benefits paid
- $2,346,951
- Administrative expenses
- $66,175
- Total expenses
- $2,421,207
- Net increase / (decrease)
- $10,515,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,625 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $23,583 | not reported in the loaded dataset |