2023 Form 5500 filing — Firstmark Credit Union 401(K) 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 20241001123810NAL0007061905001) for Firstmark Credit Union 401(K) Plan, reported by Firstmark Credit Union under EIN 74-0879805 and plan number 033. It reports 292 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)$15.3MReported net assets$15,320,141
Participants292
Provider compensation$26.5K1 Schedule C row(s)$26,481
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001123810NAL0007061905001
Plan sponsor
Firstmark Credit Union
EIN
74-0879805
Plan number
033
Location
San Antonio, 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)$15.3M total assets
Net assets$15.3MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$789.6K
Benefits paid / distributions$777.3K
Contributions
Employer$793.9K
Participant$990.9K
Full reported line items
Total assets (EOY)
$15,320,141
Total liabilities (EOY)
$0
Net assets (EOY)
$15,320,141
Employer contributions
$793,929
Participant contributions
$990,913
Total income / additions
$4,069,765
Benefits paid
$777,325
Administrative expenses
$12,241
Total expenses
$789,627
Net increase / (decrease)
$3,280,138
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $26.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001123810NAL0007061905001 cover?
It is the 2023 Form 5500 filing for Firstmark Credit Union 401(K) Plan, reported by Firstmark Credit Union (EIN 74-0879805).
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