2023 Form 5500 filing — Congressional Federal Credit Union 401(K) 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 20240917104500NAL0001694259001) for Congressional Federal Credit Union 401(K) Savings Plan, reported by Wright Patman Congressional Federal Credit Union under EIN 53-0227896 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917104500NAL0001694259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wright Patman Congressional Federal Credit Union
- EIN
- 53-0227896
- Plan number
- 002
- Location
- Oakton, VA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,420,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,420,492
- Employer contributions
- $595,572
- Participant contributions
- $938,539
- Total income / additions
- $4,149,265
- Benefits paid
- $1,995,358
- Administrative expenses
- $54,750
- Total expenses
- $2,050,108
- Net increase / (decrease)
- $2,099,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $43,922 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,828 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |