Who sponsors the First Harvest Federal Credit Union 401(K) Plan And Trust?

First Harvest Federal Credit Union 401(K) Plan And Trust is reported as sponsored by First Harvest Federal Credit Union (EIN 21-0641594, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for First Harvest Federal Credit Union 401(K) Plan And Trust?

The latest Form 5500 filing year loaded for First Harvest Federal Credit Union 401(K) Plan And Trust is 2023.

How many participants does First Harvest Federal Credit Union 401(K) Plan And Trust report?

First Harvest Federal Credit Union 401(K) Plan And Trust reports 229 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for First Harvest Federal Credit Union 401(K) Plan And Trust?

First Harvest Federal Credit Union 401(K) Plan And Trust reports $6,184,683 in end-of-year plan assets in its latest loaded Form 5500 filing.

First Harvest Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (First Harvest Federal Credit Union)

Plain-English plan 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, First Harvest Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by First Harvest Federal Credit Union under EIN 21-0641594 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $6,184,683 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.2MPlan net assets, end of year$6,184,683

Participants229Covered participants reported

Assets / participant$27KComputed: assets ÷ participants$27,007 (computed)

Provider compensation$37.1K2 Schedule C provider row(s)$37,065

Plan sponsor: First Harvest Federal Credit Union
EIN: 21-0641594
Plan number: 002
Plan type: 2
Location: Deptford, NJ
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	229	H, C	20241003155558NAL0010841441001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.2M total assets

Net assets$6.2MLiabilities$0

Money in vs. money out

Total income / additions$1.8M

Total expenses$858.5K

Benefits paid / distributions$823.2K

Contributions

Employer$157.3K

Participant$423K

Full reported line items

Net assets

Total assets (EOY): $6,184,683
Total liabilities (EOY): $0
Net assets (EOY): $6,184,683
Net assets (BOY): $5,217,675

Income & contributions

Employer contributions: $157,314
Participant contributions: $422,964
Total contributions: $964,601
Total income / additions: $1,825,462

Expenses & distributions

Benefits paid: $823,152
Administrative expenses: $35,302
Total expenses: $858,454
Net increase / (decrease): $967,008

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

27%73%

Employer 27%Participant 73%

Total expenses ÷ net assets14%Computed ratio

Benefits paid ÷ total income45%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Hfm Investment Advisors LLC	INVESTMENT ADVISOR	$18,762	not reported in the loaded dataset	2023
Empower Annuity Insurance Company O	RECORDKEEPER	$18,303	$0	2023