2023 Form 5500 filing — Vystar 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 20241002141043NAL0004863203001) for Vystar Credit Union 401(K) Plan, reported by Vystar Credit Union under EIN 59-0690965 and plan number 002. It reports 2,536 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)$147.1MReported net assets$147,108,681
Participants2.5K2,536
Provider compensation$112.3K4 Schedule C row(s)$112,253
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002141043NAL0004863203001
Plan sponsor
Vystar Credit Union
EIN
59-0690965
Plan number
002
Location
Jacksonville, FL
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)$147.1M total assets
Net assets$147.1MLiabilities$0
Money in vs. money out
Total income / additions$43.5M
Total expenses$13.1M
Benefits paid / distributions$12.9M
Contributions
Employer$6.9M
Participant$11.6M
Full reported line items
Total assets (EOY)
$147,108,681
Total liabilities (EOY)
$0
Net assets (EOY)
$147,108,681
Employer contributions
$6,907,546
Participant contributions
$11,612,304
Total income / additions
$43,473,948
Benefits paid
$12,946,548
Administrative expenses
$112,253
Total expenses
$13,114,492
Net increase / (decrease)
$30,359,456
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $67.4K
  2. 2
    ADVISOR · Direct $39.7K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $11.1K
  4. 4
    RECORDKEEPER · Direct -$6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002141043NAL0004863203001 cover?
It is the 2023 Form 5500 filing for Vystar Credit Union 401(K) Plan, reported by Vystar Credit Union (EIN 59-0690965).
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