Vystar Credit Union 401(K) Plan — Form 5500 plan (Vystar 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, Vystar Credit Union 401(K) Plan is a benefit plan reported by Vystar Credit Union under EIN 59-0690965 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,536 participants and $147,108,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vystar Credit Union
- EIN
- 59-0690965
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 2,536
- End-of-year plan assets
- $147,108,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,536 | H, C | 20241002141043NAL0004863203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,108,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,108,681
- Net assets (BOY)
- $116,749,225
Income & contributions
- Employer contributions
- $6,907,546
- Participant contributions
- $11,612,304
- Total contributions
- $21,416,313
- Total income / additions
- $43,473,948
Expenses & distributions
- Benefits paid
- $12,946,548
- Administrative expenses
- $112,253
- Total expenses
- $13,114,492
- Net increase / (decrease)
- $30,359,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement | INVESTMENT ADVISOR | $67,363 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $39,731 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $11,130 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,971 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vystar Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Nfp Retirement — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation