Achieva Credit Union 401(K) Savings Plan — Form 5500 plan (Achieva 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, Achieva Credit Union 401(K) Savings Plan is a benefit plan reported by Achieva Credit Union under EIN 59-0729366 and plan number 002. The latest loaded filing year is 2023. The filing reports 578 participants and $41,018,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Achieva Credit Union
- EIN
- 59-0729366
- Plan number
- 002
- Plan type
- 2
- Location
- Dunedin, FL
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $41,018,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20250110082241NAL0013750801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,018,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,018,252
- Net assets (BOY)
- $34,079,488
Income & contributions
- Employer contributions
- $2,127,944
- Participant contributions
- $2,057,478
- Total contributions
- $5,186,475
- Total income / additions
- $10,289,882
Expenses & distributions
- Benefits paid
- $3,295,401
- Administrative expenses
- $55,717
- Total expenses
- $3,351,118
- Net increase / (decrease)
- $6,938,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Holdings Securities Inc | INVESTMENT ADVISOR | $53,930 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,949 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,787 | not reported in the loaded dataset | 2023 |