Atlantic Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Atlantic Federal Credit Union)
Plain-English plan 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, Atlantic Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Atlantic Federal Credit Union under EIN 01-0211682 and plan number 003. The latest loaded filing year is 2023. The filing reports 261 participants and $27,142,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Federal Credit Union
- EIN
- 01-0211682
- Plan number
- 003
- Plan type
- 2
- Location
- Brunswick, ME
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $27,142,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20240930120934NAL0002603603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,142,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,142,985
- Net assets (BOY)
- $23,183,584
Income & contributions
- Employer contributions
- $1,346,548
- Participant contributions
- $960,226
- Total contributions
- $2,306,774
- Total income / additions
- $5,601,046
Expenses & distributions
- Benefits paid
- $1,576,138
- Administrative expenses
- $65,507
- Total expenses
- $1,641,645
- Net increase / (decrease)
- $3,959,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $45,307 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $21,116 | not reported in the loaded dataset | 2023 |