Barksdale Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Barksdale 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, Barksdale Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Barksdale Federal Credit Union under EIN 72-0475038 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $30,546,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barksdale Federal Credit Union
- EIN
- 72-0475038
- Plan number
- 001
- Plan type
- 2
- Location
- Bossier City, LA
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $30,546,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241015155054NAL0015009555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,546,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,546,034
- Net assets (BOY)
- $26,511,852
Income & contributions
- Employer contributions
- $1,154,497
- Participant contributions
- $1,184,413
- Total contributions
- $2,356,358
- Total income / additions
- $6,399,147
Expenses & distributions
- Benefits paid
- $2,250,056
- Administrative expenses
- $86,033
- Total expenses
- $2,364,965
- Net increase / (decrease)
- $4,034,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | NONE | $14,732 | $71,301 | 2023 |