2023 Form 5500 filing — Envision Credit Union 401(K) Plan And Trust
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 20240723150123NAL0006727971001) for Envision Credit Union 401(K) Plan And Trust, reported by Envision Credit Union under EIN 59-0873652 and plan number 002. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723150123NAL0006727971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Envision Credit Union
- EIN
- 59-0873652
- Plan number
- 002
- Location
- Tallahassee, FL
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,588,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,588,044
- Employer contributions
- $546,106
- Participant contributions
- $721,150
- Total income / additions
- $2,903,978
- Benefits paid
- $929,671
- Administrative expenses
- $14,244
- Total expenses
- $943,915
- Net increase / (decrease)
- $1,960,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Members Capital Advisors, Inc. | NONE | $10,035 | not reported in the loaded dataset |