2023 Form 5500 filing — Abilene Teachers Federal Credit Union Money Purchase 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 20241010074654NAL0011277603001) for Abilene Teachers Federal Credit Union Money Purchase Plan And Trust, reported by Abilene Teachers Federal Credit Union under EIN 75-0888860 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010074654NAL0011277603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abilene Teachers Federal Credit Union
- EIN
- 75-0888860
- Plan number
- 001
- Location
- Abilene, TX
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,701,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,701,940
- Employer contributions
- $808,494
- Total income / additions
- $1,864,059
- Benefits paid
- $615,564
- Administrative expenses
- $43,720
- Total expenses
- $659,284
- Net increase / (decrease)
- $1,204,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $34,229 | $0 |
| Members Capital Advisors, Inc. | NONE | $6,251 | not reported in the loaded dataset |