2023 Form 5500 filing — Apco Employees Credit Union Defined Benefit 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 20241009081331NAL0032188656001) for Apco Employees Credit Union Defined Benefit Plan And Trust, reported by Apco Employees Credit Union under EIN 63-0328360 and plan number 001. It reports 131 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)$22.8MReported net assets$22,813,374
Participants131
Provider compensation$51K2 Schedule C row(s)$50,965
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009081331NAL0032188656001
- Plan sponsor
- Apco Employees Credit Union
- EIN
- 63-0328360
- Plan number
- 001
- Location
- Birmingham, AL
- 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)$22.8M total assets
Net assets$22.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,813,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,813,374
- Total income / additions
- $3,149,866
- Benefits paid
- $416,298
- Administrative expenses
- $50,965
- Total expenses
- $467,263
- Net increase / (decrease)
- $2,682,603
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
Frequently asked questions
- What does EFAST2 acknowledgement 20241009081331NAL0032188656001 cover?
- It is the 2023 Form 5500 filing for Apco Employees Credit Union Defined Benefit Plan And Trust, reported by Apco Employees Credit Union (EIN 63-0328360).
- 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).