How many benefit plans does Achieva Credit Union report on Form 5500?

Achieva Credit Union (EIN 59-0729366) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Achieva Credit Union?

The Employer Identification Number (EIN) reported for Achieva Credit Union is 59-0729366.

What is the latest Form 5500 filing year for Achieva Credit Union?

The latest loaded Form 5500 filing year for Achieva Credit Union is 2023.

Achieva 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, Achieva Credit Union (EIN 59-0729366) is a plan sponsor located in Dunedin, FL 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: 59-0729366
Location: Dunedin, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $41,018,252
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $41,018,252

Contributions & income

Employer contributions: $2,127,944
Participant contributions: $2,057,478
Total income / additions: $10,289,882

Expenses & distributions

Benefits paid / distributions: $3,295,401
Total expenses: $3,351,118
Net increase / (decrease): $6,938,764

Coverage

Total reported participants: 1,032
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

Achieva Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Achieva Credit Union 401(K) Savings Plan	002	578	$41,018,252	2023
Achieva Credit Union Health & Welfare Plan	501	454	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Achieva Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Achieva Credit Union Health & Welfare Plan	454	—	20240730163708NAL0020505153001
2023	Achieva Credit Union 401(K) Savings Plan	578	H, C	20250110082241NAL0013750801001