Arlington Community Federal Credit Union 401(K) Plan — Form 5500 plan (Arlington Community 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, Arlington Community Federal Credit Union 401(K) Plan is a benefit plan reported by Arlington Community Federal Credit Union under EIN 54-0695376 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $12,513,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arlington Community Federal Credit Union
- EIN
- 54-0695376
- Plan number
- 002
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $12,513,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241015080445NAL0014222995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,513,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,513,734
- Net assets (BOY)
- $9,113,541
Income & contributions
- Employer contributions
- $942,498
- Participant contributions
- $545,709
- Total contributions
- $1,864,155
- Total income / additions
- $3,823,291
Expenses & distributions
- Benefits paid
- $368,511
- Administrative expenses
- $54,587
- Total expenses
- $423,098
- Net increase / (decrease)
- $3,400,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grove Point Investments LLC | ADVISOR | $26,062 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,321 | not reported in the loaded dataset | 2023 |
| Roland Criss Fiduciary Services | CONSULTANT | $5,704 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arlington Community Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Grove Point Investments LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Roland Criss Fiduciary Services — Schedule C compensation