East Texas Professional Credit Union Salary Savings Plan — Form 5500 plan (East Texas Professional 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, East Texas Professional Credit Union Salary Savings Plan is a benefit plan reported by East Texas Professional Credit Union under EIN 75-0913075 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $12,366,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Texas Professional Credit Union
- EIN
- 75-0913075
- Plan number
- 002
- Plan type
- 2
- Location
- Longview, TX
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $12,366,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241008170444NAL0009919475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,366,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,366,524
- Net assets (BOY)
- $8,830,651
Income & contributions
- Employer contributions
- $508,661
- Participant contributions
- $696,065
- Total contributions
- $2,692,164
- Total income / additions
- $3,993,066
Expenses & distributions
- Benefits paid
- $451,479
- Administrative expenses
- $7,891
- Total expenses
- $457,193
- Net increase / (decrease)
- $3,535,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $24,549 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,891 | $0 | 2023 |