Plan5500

Allegacy Federal 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, Allegacy Federal Credit Union (EIN 56-6087383) is a plan sponsor located in Winston-Salem, NC 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
56-6087383
Location
Winston-Salem, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allegacy Federal Credit Union

  • 2 loaded plans hold $45.6M in reported assets.
  • The largest, Allegacy Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 885 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.6MSummed across loaded plans$45,642,807
Total reported assets$45.6M$45,642,807
Total reported participants885
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$45.6M total assets
Net assets$45.6MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.5M
Total income / additions$10M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$7.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Allegacy Retirement Savings Plan
Participants per plan443Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Allegacy Retirement Savings Plan$45.6M
    Plan #001 · 485 participants · 2023
  2. 2
    Allegacy Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 400 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allegacy Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Allegacy Health And Welfare Plan400 participants · 2Sch C
    View filing →
  2. 2023
    Allegacy Retirement Savings Plan485 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allegacy Federal Credit Union report on Form 5500?
Allegacy Federal Credit Union (EIN 56-6087383) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allegacy Federal Credit Union?
The Employer Identification Number (EIN) reported for Allegacy Federal Credit Union is 56-6087383.
What is the latest Form 5500 filing year for Allegacy Federal Credit Union?
The latest loaded Form 5500 filing year for Allegacy Federal Credit Union is 2023.

Related Form 5500 pages