Congressional Federal Credit Union 401(K) Savings Plan — Form 5500 plan (Wright Patman Congressional 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, Congressional Federal Credit Union 401(K) Savings Plan is a benefit plan reported by Wright Patman Congressional Federal Credit Union under EIN 53-0227896 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $19,420,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wright Patman Congressional Federal Credit Union
- EIN
- 53-0227896
- Plan number
- 002
- Plan type
- 2
- Location
- Oakton, VA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $19,420,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240917104500NAL0001694259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,420,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,420,492
- Net assets (BOY)
- $17,321,335
Income & contributions
- Employer contributions
- $595,572
- Participant contributions
- $938,539
- Total contributions
- $1,545,150
- Total income / additions
- $4,149,265
Expenses & distributions
- Benefits paid
- $1,995,358
- Administrative expenses
- $54,750
- Total expenses
- $2,050,108
- Net increase / (decrease)
- $2,099,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $43,922 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,828 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wright Patman Congressional Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Oakton, VA
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation