Tyndall Federal Credit Union 401(K) Plan — Form 5500 plan (Tyndall 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, Tyndall Federal Credit Union 401(K) Plan is a benefit plan reported by Tyndall Federal Credit Union under EIN 59-0793427 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $27,006,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tyndall Federal Credit Union
- EIN
- 59-0793427
- Plan number
- 002
- Plan type
- 2
- Location
- Panama City, FL
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $27,006,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20240722061956NAL0005626051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,006,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,006,491
- Net assets (BOY)
- $23,580,756
Income & contributions
- Employer contributions
- $1,061,335
- Participant contributions
- $1,050,103
- Total contributions
- $2,180,768
- Total income / additions
- $6,080,082
Expenses & distributions
- Benefits paid
- $2,524,876
- Administrative expenses
- $105,624
- Total expenses
- $2,654,347
- Net increase / (decrease)
- $3,425,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $50,072 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Thompson Hine Llp | LEGAL FEE | $17,801 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,751 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tyndall Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Panama City, FL
- Fidelity Workplace Services, LLC — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation