Associated Credit Union Of Texas 401(K) Plan And Trust — Form 5500 plan (Associated Credit Union Of Texas)
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, Associated Credit Union Of Texas 401(K) Plan And Trust is a benefit plan reported by Associated Credit Union Of Texas under EIN 74-1321144 and plan number 003. The latest loaded filing year is 2023. The filing reports 176 participants and $17,253,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Credit Union Of Texas
- EIN
- 74-1321144
- Plan number
- 003
- Plan type
- 2
- Location
- League City, TX
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $17,253,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240528124345NAL0010781169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,253,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,253,289
- Net assets (BOY)
- $14,463,673
Income & contributions
- Employer contributions
- $577,028
- Participant contributions
- $669,389
- Total contributions
- $1,259,378
- Total income / additions
- $4,169,783
Expenses & distributions
- Benefits paid
- $1,339,275
- Administrative expenses
- $26,289
- Total expenses
- $1,380,167
- Net increase / (decrease)
- $2,789,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Serv | BROKER | $0 | $24,199 | 2023 |
| Associ Credit Union | SVC PROVIDER | $14,059 | not reported in the loaded dataset | 2023 |
| The Allocation Company Inc | TPA | $0 | $7,678 | 2023 |
| Voya Retirement Insurance And Annui | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Credit Union Of Texas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in League City, TX
- Gallagher Benefit Serv — Schedule C compensation
- Associ Credit Union — Schedule C compensation
- The Allocation Company Inc — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation