2023 Form 5500 filing — Jsc Federal Credit Union 401(K) Plan And Trust

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 20240926132128NAL0000409891001) for Jsc Federal Credit Union 401(K) Plan And Trust, reported by Jsc Federal Credit Union under EIN 74-1457691 and plan number 002. It reports 428 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)$21.1MReported net assets$21,094,854
Participants428
Provider compensation$76.5K2 Schedule C row(s)$76,527
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926132128NAL0000409891001
Plan sponsor
Jsc Federal Credit Union
EIN
74-1457691
Plan number
002
Location
Houston, TX
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)$21.1M total assets
Net assets$21.1MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$971.4K
Participant$1.4M
Full reported line items
Total assets (EOY)
$21,094,854
Total liabilities (EOY)
$0
Net assets (EOY)
$21,094,854
Employer contributions
$971,393
Participant contributions
$1,397,568
Total income / additions
$5,472,445
Benefits paid
$2,692,466
Administrative expenses
$76,527
Total expenses
$2,768,993
Net increase / (decrease)
$2,703,452
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $42.4K · Indirect $0
  2. 2
    NONE · Direct $34.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926132128NAL0000409891001 cover?
It is the 2023 Form 5500 filing for Jsc Federal Credit Union 401(K) Plan And Trust, reported by Jsc Federal Credit Union (EIN 74-1457691).
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