Austin Telco Fcu Retirement Plan — 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, Austin Telco Fcu Retirement Plan (EIN 74-1110192) is a plan sponsor located in Austin, TX with 1 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
74-1110192
Location
Austin, TX
Loaded plans
3
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 Austin Telco Fcu Retirement Plan

  • 3 loaded plans hold $39.1M in reported assets.
  • The largest, Austin Telco Fcu Retirement Plan, holds 68% of this company's reported plan assets.
  • Plans cover 912 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.1MSummed across loaded plans$39,067,551
Total reported assets$39.1M$39,067,551
Total reported participants912
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.1M total assets
Net assets$39.1MLiabilities$0
Contributions & income
Employer contributions$3.6M
Participant contributions$534.9K
Total income / additions$8.6M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets68%Austin Telco Fcu Retirement Plan
Participants per plan304Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 311 participants · 2023
  2. 2
    Plan #001 · 227 participants · 2023
  3. 3
    Plan #501 · 374 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Austin Telco Fcu Retirement Plan. Open one for its full reported snapshot.

  1. 2023
    Austin Telco Fcu Retirement Plan311 participants · 2Sch HSch C
    View filing →
  2. 2023
    Austin Telco Federal Credit Union 401(K) Plan227 participants · 2Sch HSch C
    View filing →
  3. 2023
    Austin Telco Federal Credit Union Health And Welfare Plan374 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Austin Telco Fcu Retirement Plan report on Form 5500?
Austin Telco Fcu Retirement Plan (EIN 74-1110192) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Austin Telco Fcu Retirement Plan?
The Employer Identification Number (EIN) reported for Austin Telco Fcu Retirement Plan is 74-1110192.
What is the latest Form 5500 filing year for Austin Telco Fcu Retirement Plan?
The latest loaded Form 5500 filing year for Austin Telco Fcu Retirement Plan is 2023.

Related Form 5500 pages