1st Advantage Federal Credit Union 401k Plan And Trust — Form 5500 plan (1st Advantage 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, 1st Advantage Federal Credit Union 401k Plan And Trust is a benefit plan reported by 1st Advantage Federal Credit Union under EIN 54-0623618 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $19,578,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 1st Advantage Federal Credit Union
- EIN
- 54-0623618
- Plan number
- 002
- Plan type
- 2
- Location
- Yorktown, VA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $19,578,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241011154819NAL0037559200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,578,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,578,601
- Net assets (BOY)
- $17,607,386
Income & contributions
- Employer contributions
- $558,819
- Participant contributions
- $958,946
- Total contributions
- $1,517,765
- Total income / additions
- $3,999,651
Expenses & distributions
- Benefits paid
- $1,959,437
- Administrative expenses
- $68,999
- Total expenses
- $2,028,436
- Net increase / (decrease)
- $1,971,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Ascent Group, LLC | NONE | $45,258 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,679 | $0 | 2023 |