2023 Form 5500 filing — Radifi Federal Credit Union 401(K) Retirement 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 20241007202650NAL0027156960001) for Radifi Federal Credit Union 401(K) Retirement Plan, reported by Radifi Federal Credit Union under EIN 59-0650052 and plan number 002. It reports 143 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)$7.9MReported net assets$7,890,074
Participants143
Provider compensation$21.4K2 Schedule C row(s)$21,354
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007202650NAL0027156960001
Plan sponsor
Radifi Federal Credit Union
EIN
59-0650052
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)$7.9M total assets
Net assets$7.9MLiabilities
Money in vs. money out
Total income / additions$2.4M
Total expenses$4.8M
Benefits paid / distributions$4.7M
Contributions
Employer$363.6K
Participant$529.8K
Full reported line items
Total assets (EOY)
$7,890,074
Net assets (EOY)
$7,890,074
Employer contributions
$363,648
Participant contributions
$529,789
Total income / additions
$2,384,749
Benefits paid
$4,726,548
Administrative expenses
$25,854
Total expenses
$4,752,402
Net increase / (decrease)
-$2,367,653
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $15.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $5.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007202650NAL0027156960001 cover?
It is the 2023 Form 5500 filing for Radifi Federal Credit Union 401(K) Retirement Plan, reported by Radifi Federal Credit Union (EIN 59-0650052).
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