2023 Form 5500 filing — Fivepoint Credit Union Thrift And 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 20240903184158NAL0019285489001) for Fivepoint Credit Union Thrift And Savings Plan, reported by Fivepoint Credit Union under EIN 74-1109889 and plan number 001. It reports 248 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)$23.7MReported net assets$23,748,878
Participants248
Provider compensation$67.3K1 Schedule C row(s)$67,277
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240903184158NAL0019285489001
- Plan sponsor
- Fivepoint Credit Union
- EIN
- 74-1109889
- Plan number
- 001
- Location
- Nederland, TX
- 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)$23.7M total assets
Net assets$23.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,748,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,748,878
- Employer contributions
- $618,861
- Participant contributions
- $860,781
- Total income / additions
- $5,030,073
- Benefits paid
- $2,555,817
- Administrative expenses
- $27,580
- Total expenses
- $2,583,397
- Net increase / (decrease)
- $2,446,676
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $67,277 | not reported in the loaded dataset |