2023 Form 5500 filing — First Heritage Federal Credit Union 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703130024NAL0009714464001) for First Heritage Federal Credit Union 401(K) Retirement Savings Plan, reported by First Heritage Federal Credit Union under EIN 16-0802201 and plan number 003. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703130024NAL0009714464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Heritage Federal Credit Union
- EIN
- 16-0802201
- Plan number
- 003
- Location
- Corning, NY
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,667,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,667,695
- Employer contributions
- $629,605
- Participant contributions
- $561,211
- Total income / additions
- $3,154,583
- Benefits paid
- $601,472
- Administrative expenses
- $72,114
- Total expenses
- $710,828
- Net increase / (decrease)
- $2,443,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Rutty And Co., Inc. | RIA | $33,607 | $0 |
| John Hancock Life Ins Company Of Ny | RECORDKEEPER | $496 | $0 |