Financial Plus Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Financial Plus Credit Union (EIN 38-1439120) is a plan sponsor located in Flint, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-1439120
Location
Flint, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,242,075
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,242,075

Contributions & income

Employer contributions
$1,161,676
Participant contributions
$787,016
Total income / additions
$5,090,488

Expenses & distributions

Benefits paid / distributions
$1,558,525
Total expenses
$1,657,356
Net increase / (decrease)
$3,433,132

Coverage

Total reported participants
474
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Financial Plus Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Financial Plus Credit Union Retirement Plan001240$21,242,0752023
Financial Plus Credit Union Welfare Benefit Plan501234not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Financial Plus Credit Union
YearPlanParticipantsSchedulesFiling
2023Financial Plus Credit Union Retirement Plan240H, C20241010140509NAL0021158465001
2023Financial Plus Credit Union Welfare Benefit Plan23420241216081849NAL0000797347001

Related Form 5500 pages