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, Truliant Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Truliant Federal Credit Union under EIN 56-0582032 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,148 participants and $60,330,931 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,330,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,330,931
- Net assets (BOY)
- $47,915,438
Income & contributions
- Employer contributions
- $2,228,503
- Participant contributions
- $4,235,380
- Total contributions
- $7,030,799
- Total income / additions
- $15,433,340
Expenses & distributions
- Benefits paid
- $2,911,415
- Administrative expenses
- $106,432
- Total expenses
- $3,017,847
- Net increase / (decrease)
- $12,415,493