2023 Form 5500 filing — Midflorida Credit Union Retirement Pension 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 20241015135226NAL0028646801001) for Midflorida Credit Union Retirement Pension Plan, reported by Midflorida Credit Union under EIN 59-6194363 and plan number 001. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135226NAL0028646801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midflorida Credit Union
- EIN
- 59-6194363
- Plan number
- 001
- Location
- Lakeland, FL
- Participants
- 748
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,959,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,959,178
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $14,536,085
- Benefits paid
- $2,060,262
- Administrative expenses
- $44,554
- Total expenses
- $2,104,816
- Net increase / (decrease)
- $12,431,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $0 | $41,345 |
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $34,380 |
| Nearman Maynard Vallez Cpas | SERVICE PROVIDER | $10,600 | $0 |