2023 Form 5500 filing — First Harvest 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 20241003155558NAL0010841441001) for First Harvest Federal Credit Union 401(K) Plan And Trust, reported by First Harvest Federal Credit Union under EIN 21-0641594 and plan number 002. It reports 229 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)$6.2MReported net assets$6,184,683
Participants229
Provider compensation$37.1K2 Schedule C row(s)$37,065
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003155558NAL0010841441001
Plan sponsor
First Harvest Federal Credit Union
EIN
21-0641594
Plan number
002
Location
Deptford, NJ
Received date
not reported in the loaded dataset
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)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$858.5K
Benefits paid / distributions$823.2K
Contributions
Employer$157.3K
Participant$423K
Full reported line items
Total assets (EOY)
$6,184,683
Total liabilities (EOY)
$0
Net assets (EOY)
$6,184,683
Employer contributions
$157,314
Participant contributions
$422,964
Total income / additions
$1,825,462
Benefits paid
$823,152
Administrative expenses
$35,302
Total expenses
$858,454
Net increase / (decrease)
$967,008
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $18.8K
  2. 2
    RECORDKEEPER · Direct $18.3K · Indirect $0

Related Form 5500 pages