Five Star Credit Union 401(K) Retirement Savings Plan — Form 5500 plan (Five Star 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, Five Star Credit Union 401(K) Retirement Savings Plan is a benefit plan reported by Five Star Credit Union under EIN 58-0960142 and plan number 002. The latest loaded filing year is 2023. The filing reports 121 participants and $8,863,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Five Star Credit Union
- EIN
- 58-0960142
- Plan number
- 002
- Plan type
- 2
- Location
- Dothan, AL
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $8,863,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | I | 20240823081511NAL0010841616001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,863,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,863,576
- Net assets (BOY)
- $7,546,019
Income & contributions
- Employer contributions
- $499,535
- Participant contributions
- $558,366
- Total income / additions
- $2,610,420
Expenses & distributions
- Benefits paid
- $1,242,959
- Administrative expenses
- $49,904
- Total expenses
- $1,292,863
- Net increase / (decrease)
- $1,317,557
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.