2023 Form 5500 filing — Jovia Financial Credit Union Capital Appreciation Plan
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 20241011153032NAL0022231841001) for Jovia Financial Credit Union Capital Appreciation Plan, reported by Jovia Financial Credit Union under EIN 11-1644859 and plan number 033. It reports 622 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)$33.2MReported net assets$33,154,350
Participants622
Provider compensation$92.1K1 Schedule C row(s)$92,055
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011153032NAL0022231841001
- Plan sponsor
- Jovia Financial Credit Union
- EIN
- 11-1644859
- Plan number
- 033
- 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)$33.2M total assets
Net assets$33.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $33,154,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,154,350
- Employer contributions
- $841,782
- Participant contributions
- $2,549,132
- Total income / additions
- $8,208,408
- Benefits paid
- $938,573
- Administrative expenses
- $96,610
- Total expenses
- $1,035,183
- Net increase / (decrease)
- $7,173,225
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $92,055 | $0 |