Florida Credit Union 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Florida 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, Florida Credit Union 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Florida Credit Union under EIN 59-0773154 and plan number 002. The latest loaded filing year is 2023. The filing reports 364 participants and $30,014,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Credit Union
- EIN
- 59-0773154
- Plan number
- 002
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $30,014,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20240905132527NAL0011844195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,014,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,014,106
- Net assets (BOY)
- $23,774,400
Income & contributions
- Employer contributions
- $2,975,335
- Participant contributions
- $1,326,005
- Total contributions
- $4,400,269
- Total income / additions
- $9,214,007
Expenses & distributions
- Benefits paid
- $2,948,454
- Administrative expenses
- $25,847
- Total expenses
- $2,974,301
- Net increase / (decrease)
- $6,239,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $12,115 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,457 | not reported in the loaded dataset | 2023 |