Plan5500

Gulf Winds Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Gulf Winds 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, Gulf Winds Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Gulf Winds Credit Union under EIN 59-6143861 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $23,870,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gulf Winds Credit Union
EIN
59-6143861
Plan number
001
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
Participants
308
End-of-year plan assets
$23,870,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241015120611NAL0028326225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,870,511
Total liabilities (EOY)
$0
Net assets (EOY)
$23,870,511
Net assets (BOY)
$21,703,658

Income & contributions

Total contributions
$0
Total income / additions
$2,617,031

Expenses & distributions

Benefits paid
$339,594
Administrative expenses
$110,584
Total expenses
$450,178
Net increase / (decrease)
$2,166,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Administrative ServicNONE$108,859not reported in the loaded dataset2023

Related Form 5500 pages