2023 Form 5500 filing — Triangle Credit Union 401(K) Savings 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 20241015112845NAL0029403313001) for Triangle Credit Union 401(K) Savings Plan, reported by Triangle Credit Union under EIN 02-0223137 and plan number 002. It reports 196 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)$4.9MReported net assets$4,927,881
Participants196
Provider compensation$2.9K1 Schedule C row(s)$2,901
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015112845NAL0029403313001
- Plan sponsor
- Triangle Credit Union
- EIN
- 02-0223137
- Plan number
- 002
- Location
- Nashua, NH
- Received date
- not reported in the loaded dataset
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)$4.9M total assets
Net assets$4.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,927,881
- Net assets (EOY)
- $4,927,881
- Participant contributions
- $532,247
- Total income / additions
- $1,393,335
- Benefits paid
- $1,132,484
- Administrative expenses
- $30,895
- Total expenses
- $1,163,379
- Net increase / (decrease)
- $229,956
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $2,901 | $0 |