2023 Form 5500 filing — Education Credit Union 401(K) 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 20241016100642NAL0031601041001) for Education Credit Union 401(K) Plan, reported by Education Credit Union under EIN 75-0693720 and plan number 002. It reports 177 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)$9.8MReported net assets$9,761,864
Participants177
Provider compensation$1.6K1 Schedule C row(s)$1,618
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241016100642NAL0031601041001
Plan sponsor
Education Credit Union
EIN
75-0693720
Plan number
002
Location
Amarillo, 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)$9.8M total assets
Net assets$9.8MLiabilities$2.1K
Money in vs. money out
Total income / additions$2.6M
Total expenses$921.8K
Benefits paid / distributions$886.7K
Contributions
Employer$763.6K
Participant$423K
Full reported line items
Total assets (EOY)
$9,763,964
Total liabilities (EOY)
$2,100
Net assets (EOY)
$9,761,864
Employer contributions
$763,589
Participant contributions
$422,973
Total income / additions
$2,586,787
Benefits paid
$886,674
Administrative expenses
$35,157
Total expenses
$921,831
Net increase / (decrease)
$1,664,956
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016100642NAL0031601041001 cover?
It is the 2023 Form 5500 filing for Education Credit Union 401(K) Plan, reported by Education Credit Union (EIN 75-0693720).
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