2023 Form 5500 filing — America'S Credit Union Capital Accumulation 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 20241001133345NAL0006828529001) for America'S Credit Union Capital Accumulation Plan, reported by America'S Credit Union under EIN 75-6016747 and plan number 011. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001133345NAL0006828529001
Filing year
2023
Form type
2
Plan sponsor
America'S Credit Union
EIN
75-6016747
Plan number
011
Location
Garland, TX
Participants
179
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,032,025
Total liabilities (EOY)
$0
Net assets (EOY)
$11,032,025
Employer contributions
$389,283
Participant contributions
$518,910
Total income / additions
$2,417,404
Benefits paid
$603,847
Administrative expenses
$72,876
Total expenses
$683,141
Net increase / (decrease)
$1,734,263
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Global Retirement Partners LLCSERVICE PROVIDER$0$41,704

Related Form 5500 pages