2023 Form 5500 filing — Chartway 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 20240731165820NAL0014584675001) for Chartway Federal Credit Union 401(K) Retirement Savings Plan, reported by Chartway Federal Credit Union under EIN 54-0674620 and plan number 002. It reports 692 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)$38.3MReported net assets$38,260,174
Participants692
Provider compensation$119.7K2 Schedule C row(s)$119,717
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731165820NAL0014584675001
Plan sponsor
Chartway Federal Credit Union
EIN
54-0674620
Plan number
002
Location
Virginia Beach, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$38.3M total assets
Net assets$38.3MLiabilities$0
Money in vs. money out
Total income / additions$10.1M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$1.6M
Participant$2.1M
Full reported line items
Total assets (EOY)
$38,260,174
Total liabilities (EOY)
$0
Net assets (EOY)
$38,260,174
Employer contributions
$1,557,593
Participant contributions
$2,139,017
Total income / additions
$10,126,912
Benefits paid
$3,375,507
Administrative expenses
$124,074
Total expenses
$3,499,581
Net increase / (decrease)
$6,627,331
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $64.1K
  2. 2
    INVESTMENT ADVISOR · Direct $55.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731165820NAL0014584675001 cover?
It is the 2023 Form 5500 filing for Chartway Federal Credit Union 401(K) Retirement Savings Plan, reported by Chartway Federal Credit Union (EIN 54-0674620).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages