Apple Federal Credit Union 401(K) Retirement Plan — Form 5500 plan (Apple 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, Apple Federal Credit Union 401(K) Retirement Plan is a benefit plan reported by Apple Federal Credit Union under EIN 54-0629628 and plan number 002. The latest loaded filing year is 2023. The filing reports 607 participants and $48,781,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apple Federal Credit Union
- EIN
- 54-0629628
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $48,781,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20241015110148NAL0029337969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,781,849
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $48,781,831
- Net assets (BOY)
- $38,266,821
Income & contributions
- Employer contributions
- $1,767,452
- Participant contributions
- $3,359,389
- Total contributions
- $5,212,297
- Total income / additions
- $12,936,217
Expenses & distributions
- Benefits paid
- $2,346,951
- Administrative expenses
- $66,175
- Total expenses
- $2,421,207
- Net increase / (decrease)
- $10,515,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,625 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $23,583 | not reported in the loaded dataset | 2023 |