Envision Credit Union 401(K) Plan And Trust — Form 5500 plan (Envision 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, Envision Credit Union 401(K) Plan And Trust is a benefit plan reported by Envision Credit Union under EIN 59-0873652 and plan number 002. The latest loaded filing year is 2023. The filing reports 276 participants and $12,588,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Envision Credit Union
- EIN
- 59-0873652
- Plan number
- 002
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $12,588,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240723150123NAL0006727971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,588,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,588,044
- Net assets (BOY)
- $10,627,981
Income & contributions
- Employer contributions
- $546,106
- Participant contributions
- $721,150
- Total contributions
- $1,267,256
- Total income / additions
- $2,903,978
Expenses & distributions
- Benefits paid
- $929,671
- Administrative expenses
- $14,244
- Total expenses
- $943,915
- Net increase / (decrease)
- $1,960,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Members Capital Advisors, Inc. | NONE | $10,035 | not reported in the loaded dataset | 2023 |