2023 Form 5500 filing — First Service 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 20241010085225NAL0019829361001) for First Service Credit Union 401(K) Plan And Trust, reported by First Service Credit Union under EIN 74-6046840 and plan number 001. It reports 280 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)$15.6MReported net assets$15,573,983
Participants280
Provider compensation$60K2 Schedule C row(s)$60,002
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010085225NAL0019829361001
Plan sponsor
First Service Credit Union
EIN
74-6046840
Plan number
001
Location
Houston, TX
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)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$776.2K
Participant$837.8K
Full reported line items
Total assets (EOY)
$15,573,983
Total liabilities (EOY)
$0
Net assets (EOY)
$15,573,983
Employer contributions
$776,161
Participant contributions
$837,819
Total income / additions
$4,816,671
Benefits paid
$2,695,740
Administrative expenses
$60,002
Total expenses
$2,755,742
Net increase / (decrease)
$2,060,929
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $47.6K · Indirect $0
  2. 2
    NONE · Direct $12.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010085225NAL0019829361001 cover?
It is the 2023 Form 5500 filing for First Service Credit Union 401(K) Plan And Trust, reported by First Service Credit Union (EIN 74-6046840).
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