Fivepoint Credit Union Thrift And Savings Plan — Form 5500 plan (Fivepoint 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, Fivepoint Credit Union Thrift And Savings Plan is a benefit plan reported by Fivepoint Credit Union under EIN 74-1109889 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $23,748,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fivepoint Credit Union
- EIN
- 74-1109889
- Plan number
- 001
- Plan type
- 2
- Location
- Nederland, TX
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $23,748,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20240903184158NAL0019285489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,748,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,748,878
- Net assets (BOY)
- $21,302,202
Income & contributions
- Employer contributions
- $618,861
- Participant contributions
- $860,781
- Total contributions
- $1,489,544
- Total income / additions
- $5,030,073
Expenses & distributions
- Benefits paid
- $2,555,817
- Administrative expenses
- $27,580
- Total expenses
- $2,583,397
- Net increase / (decrease)
- $2,446,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $67,277 | not reported in the loaded dataset | 2023 |