Arizona Financial Credit Union Capital Accumulation Plan — Form 5500 plan (Arizona Financial 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, Arizona Financial Credit Union Capital Accumulation Plan is a benefit plan reported by Arizona Financial Credit Union under EIN 86-0101004 and plan number 033. The latest loaded filing year is 2023. The filing reports 817 participants and $59,994,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arizona Financial Credit Union
- EIN
- 86-0101004
- Plan number
- 033
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 817
- End-of-year plan assets
- $59,994,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 817 | H, C | 20241009140713NAL0009295171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,994,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,994,263
- Net assets (BOY)
- $50,538,436
Income & contributions
- Employer contributions
- $3,463,589
- Participant contributions
- $2,504,671
- Total contributions
- $6,295,948
- Total income / additions
- $14,718,493
Expenses & distributions
- Benefits paid
- $5,005,866
- Administrative expenses
- $204,070
- Total expenses
- $5,262,666
- Net increase / (decrease)
- $9,455,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $117,203 | $0 | 2023 |
| Pensionmark Financial Group LLC | NONE | $85,648 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $1,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arizona Financial Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation