Esl Federal Credit Union Voluntary Employee Beneficiary Association Plan — Form 5500 plan (Esl 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, Esl Federal Credit Union Voluntary Employee Beneficiary Association Plan is a benefit plan reported by Esl Federal Credit Union under EIN 16-1490324 and plan number 506. The latest loaded filing year is 2023. The filing reports 118 participants and $7,690,382 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,690,382
Participants118Covered participants reported
Assets / participant$65.2KComputed: assets ÷ participants$65,173 (computed)
Provider compensationNone reported
Plan sponsor
Esl Federal Credit Union
EIN
16-1490324
Plan number
506
Plan type
2
Location
Rochester, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118I20240729105253NAL0042118050001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$1.9M
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$7,690,382
Net assets (EOY)
$7,690,382
Net assets (BOY)
$6,997,236

Income & contributions

Participant contributions
$1,278,606
Total income / additions
$1,986,094

Expenses & distributions

Administrative expenses
$5,237
Total expenses
$1,891,107
Net increase / (decrease)
$94,987
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets25%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages