2023 Form 5500 filing — Jovia Financial 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 20241011152356NAL0039286832001) for Jovia Financial Credit Union Defined Benefit Plan And Trust, reported by Jovia Financial Credit Union under EIN 11-1644859 and plan number 001. It reports 443 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)$39.4MReported net assets$39,396,176
Participants443
Provider compensation$19.2K2 Schedule C row(s)$19,245
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011152356NAL0039286832001
- Plan sponsor
- Jovia Financial Credit Union
- EIN
- 11-1644859
- Plan number
- 001
- Location
- Westbury, NY
- 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)$39.4M total assets
Net assets$39.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,396,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,396,176
- Employer contributions
- $4,505,030
- Total income / additions
- $6,004,847
- Benefits paid
- $376,626
- Administrative expenses
- $19,245
- Total expenses
- $395,871
- Net increase / (decrease)
- $5,608,976
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $12,609 | $0 |
| Members Capital Advisors, Inc | NONE | $6,636 | not reported in the loaded dataset |