Keesler Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Keesler Federal 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, Keesler Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Keesler Federal Credit Union under EIN 64-0302297 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,010 participants and $31,852,781 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$31.9MPlan net assets, end of year$31,852,781
Participants1KCovered participants reported1,010
Assets / participant$31.5KComputed: assets ÷ participants$31,537 (computed)
Provider compensation$94.4K2 Schedule C provider row(s)$94,371
- Plan sponsor
- Keesler Federal Credit Union
- EIN
- 64-0302297
- Plan number
- 002
- Plan type
- 2
- Location
- Biloxi, MS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,010 | H, C | 20240924100522NAL0012627809001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$31.9M total assets
Net assets$31.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $31,852,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,852,781
- Net assets (BOY)
- $24,328,401
Income & contributions
- Employer contributions
- $1,947,890
- Participant contributions
- $2,782,757
- Total contributions
- $4,864,639
- Total income / additions
- $9,562,662
Expenses & distributions
- Benefits paid
- $1,943,911
- Administrative expenses
- $94,371
- Total expenses
- $2,038,282
- Net increase / (decrease)
- $7,524,380
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $68,456 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $25,915 | not reported in the loaded dataset | 2023 |