Freedom First Federal Credit Union 401(K) Plan — Form 5500 plan (Freedom First Federal Credit Uni)
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, Freedom First Federal Credit Union 401(K) Plan is a benefit plan reported by Freedom First Federal Credit Uni under EIN 54-0699770 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $14,025,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freedom First Federal Credit Uni
- EIN
- 54-0699770
- Plan number
- 002
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $14,025,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241011114452NAL0038615680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,025,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,025,830
- Net assets (BOY)
- $11,025,293
Income & contributions
- Employer contributions
- $546,602
- Participant contributions
- $1,179,526
- Total contributions
- $1,775,603
- Total income / additions
- $3,767,812
Expenses & distributions
- Benefits paid
- $645,564
- Administrative expenses
- $70,429
- Total expenses
- $767,275
- Net increase / (decrease)
- $3,000,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Level Four Advisory Services | INVESTMENT/FINANCIAL ADVI | $37,503 | $0 | 2023 |
| Good Life Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $23,278 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $9,647 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freedom First Federal Credit Uni
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- Level Four Advisory Services — Schedule C compensation
- Good Life Advisors, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation