2023 Form 5500 filing — America'S Credit Union, A Federal Credit Union Defined Benefit Pension 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 20241010092318NAL0011330259001) for America'S Credit Union, A Federal Credit Union Defined Benefit Pension Plan And Trust, reported by America'S Credit Union, A Federal Credit Union under EIN 91-0620623 and plan number 001. It reports 169 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)$11.6MReported net assets$11,610,320
Participants169
Provider compensation$24.8K1 Schedule C row(s)$24,800
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010092318NAL0011330259001
- Plan sponsor
- America'S Credit Union, A Federal Credit Union
- EIN
- 91-0620623
- Plan number
- 001
- Location
- Dupont, WA
- 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)$11.6M total assets
Net assets$11.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,610,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,610,320
- Employer contributions
- $900,000
- Total income / additions
- $2,354,596
- Benefits paid
- $297,709
- Administrative expenses
- $24,800
- Total expenses
- $322,509
- Net increase / (decrease)
- $2,032,087
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,800 | $0 |