2023 Form 5500 filing — Achieva Credit Union 401(K) Savings 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 20250110082241NAL0013750801001) for Achieva Credit Union 401(K) Savings Plan, reported by Achieva Credit Union under EIN 59-0729366 and plan number 002. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110082241NAL0013750801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Achieva Credit Union
- EIN
- 59-0729366
- Plan number
- 002
- Location
- Dunedin, FL
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,018,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,018,252
- Employer contributions
- $2,127,944
- Participant contributions
- $2,057,478
- Total income / additions
- $10,289,882
- Benefits paid
- $3,295,401
- Administrative expenses
- $55,717
- Total expenses
- $3,351,118
- Net increase / (decrease)
- $6,938,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities Inc | INVESTMENT ADVISOR | $53,930 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,949 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,787 | not reported in the loaded dataset |