Midflorida Credit Union Capital Accumulation Plan — Form 5500 plan (Midflorida 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, Midflorida Credit Union Capital Accumulation Plan is a benefit plan reported by Midflorida Credit Union under EIN 59-6194363 and plan number 033. The latest loaded filing year is 2023. The filing reports 1,677 participants and $75,711,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midflorida Credit Union
- EIN
- 59-6194363
- Plan number
- 033
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 1,677
- End-of-year plan assets
- $75,711,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,677 | H, C | 20241015191001NAL0015298115005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,711,308
- Net assets (EOY)
- $75,711,308
- Net assets (BOY)
- $60,278,205
Income & contributions
- Employer contributions
- $2,506,888
- Participant contributions
- $4,989,257
- Total contributions
- $8,169,824
- Total income / additions
- $19,496,524
Expenses & distributions
- Benefits paid
- $3,964,296
- Administrative expenses
- $99,125
- Total expenses
- $4,063,421
- Net increase / (decrease)
- $15,433,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $0 | $31,577 | 2023 |
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $25,908 | 2023 |
| Nearman Maynard Vallez Cpas | SERVICE PROVIDER | $9,600 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,063 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midflorida Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Nova 401(K) Associates — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Nearman Maynard Vallez Cpas — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation