2023 Form 5500 filing — Advancial Federal Credit Union 401(K) Retirement 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 20241014103409NAL0025932721001) for Advancial Federal Credit Union 401(K) Retirement Plan, reported by Advancial Federal Credit Union under EIN 75-0793299 and plan number 002. It reports 310 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)$47.7MReported net assets$47,739,979

Participants310

Provider compensation$57K2 Schedule C row(s)$57,016

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014103409NAL0025932721001
Plan sponsor: Advancial Federal Credit Union
EIN: 75-0793299
Plan number: 002
Location: Dallas, 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)$47.7M total assets

Net assets$47.7MLiabilities$0

Money in vs. money out

Total income / additions$10.7M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$1.7M

Participant$1.6M

Full reported line items

Total assets (EOY): $47,739,979
Total liabilities (EOY): $0
Net assets (EOY): $47,739,979
Employer contributions: $1,681,419
Participant contributions: $1,636,778
Total income / additions: $10,674,502
Benefits paid: $1,254,121
Administrative expenses: $57,016
Total expenses: $1,311,137
Net increase / (decrease): $9,363,365

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$57K
CONTRACT ADMINISTRATOR · Direct $57K · Indirect $0
2
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014103409NAL0025932721001 cover?: It is the 2023 Form 5500 filing for Advancial Federal Credit Union 401(K) Retirement Plan, reported by Advancial Federal Credit Union (EIN 75-0793299).
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).