2023 Form 5500 filing — Eglin Federal Credit Union 401(K) Retirement 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 20240729114251NAL0040901426001) for Eglin Federal Credit Union 401(K) Retirement Plan, reported by Eglin Federal Credit Union under EIN 59-0724728 and plan number 002. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25MReported net assets$24,984,066
Participants424
Provider compensation$109.7K3 Schedule C row(s)$109,718
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729114251NAL0040901426001
- Plan sponsor
- Eglin Federal Credit Union
- EIN
- 59-0724728
- Plan number
- 002
- Location
- Ft Walton Beach, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25M total assets
Net assets$25MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,984,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,984,066
- Employer contributions
- $647,405
- Participant contributions
- $1,388,083
- Total income / additions
- $5,778,415
- Benefits paid
- $1,049,410
- Administrative expenses
- $88,867
- Total expenses
- $1,138,277
- Net increase / (decrease)
- $4,640,138
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,921 | $0 |
| Mml Investors Services LLC | OTHER SERVICES | $0 | $20,797 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |