Gulf Winds Credit Union 401k Plan And Trust — Form 5500 plan (Gulf Winds 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, Gulf Winds Credit Union 401k Plan And Trust is a benefit plan reported by Gulf Winds Credit Union under EIN 59-6143861 and plan number 002. The latest loaded filing year is 2023. The filing reports 281 participants and $11,300,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gulf Winds Credit Union
- EIN
- 59-6143861
- Plan number
- 002
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $11,300,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20241011150206NAL0039147424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,300,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,300,086
- Net assets (BOY)
- $9,896,906
Income & contributions
- Employer contributions
- $319,727
- Participant contributions
- $773,511
- Total contributions
- $1,529,146
- Total income / additions
- $3,471,465
Expenses & distributions
- Benefits paid
- $2,001,315
- Administrative expenses
- $57,473
- Total expenses
- $2,068,285
- Net increase / (decrease)
- $1,403,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reedmark Advisors, LLC | NONE | $39,100 | not reported in the loaded dataset | 2023 |
| Benefit Plans Admin Services | NONE | $18,373 | $0 | 2023 |