First Florida Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (First Florida 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, First Florida Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by First Florida Credit Union under EIN 59-0705380 and plan number 003. The latest loaded filing year is 2023. The filing reports 275 participants and $20,343,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Florida Credit Union
- EIN
- 59-0705380
- Plan number
- 003
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $20,343,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241220072223NAL0005382081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,343,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,343,956
- Net assets (BOY)
- $17,424,465
Income & contributions
- Employer contributions
- $883,365
- Participant contributions
- $1,091,313
- Total contributions
- $2,011,715
- Total income / additions
- $4,519,212
Expenses & distributions
- Benefits paid
- $1,520,943
- Administrative expenses
- $78,778
- Total expenses
- $1,599,721
- Net increase / (decrease)
- $2,919,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,932 | $0 | 2023 |
| Mml Investors Services LLC | OTHER SERVICES | $0 | $21,713 | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $6,214 | $0 | 2023 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $3,179 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $631 | $0 | 2023 |
| Morningstar Investment Managmnt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Florida Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Principal Life Insurance Company — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- John Hancock — Schedule C compensation
- Mml Insurance Agency LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Managmnt LLC — Schedule C compensation