2023 Form 5500 filing — Bethpage Federal Credit Union 401(K) Thrift 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 20240918065250NAL0004196529001) for Bethpage Federal Credit Union 401(K) Thrift Plan, reported by Bethpage Federal Credit Union under EIN 11-1525965 and plan number 002. It reports 955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918065250NAL0004196529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethpage Federal Credit Union
- EIN
- 11-1525965
- Plan number
- 002
- Location
- Bethpage, NY
- Participants
- 955
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,817,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,817,794
- Employer contributions
- $3,676,153
- Participant contributions
- $4,395,756
- Total income / additions
- $21,803,856
- Benefits paid
- $6,454,486
- Administrative expenses
- $71,309
- Total expenses
- $6,511,205
- Net increase / (decrease)
- $15,292,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVEST MGMT | $51,332 | not reported in the loaded dataset |
| Wmpower Life & Annuity | RECORD KEEPER | $19,977 | $0 |