America'S Credit Union Capital Accumulation Plan — Form 5500 plan (America'S 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, America'S Credit Union Capital Accumulation Plan is a benefit plan reported by America'S Credit Union under EIN 75-6016747 and plan number 011. The latest loaded filing year is 2023. The filing reports 179 participants and $11,032,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- America'S Credit Union
- EIN
- 75-6016747
- Plan number
- 011
- Plan type
- 2
- Location
- Garland, TX
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $11,032,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241001133345NAL0006828529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,032,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,032,025
- Net assets (BOY)
- $9,297,762
Income & contributions
- Employer contributions
- $389,283
- Participant contributions
- $518,910
- Total contributions
- $1,053,564
- Total income / additions
- $2,417,404
Expenses & distributions
- Benefits paid
- $603,847
- Administrative expenses
- $72,876
- Total expenses
- $683,141
- Net increase / (decrease)
- $1,734,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $41,704 | 2023 |