Gulf Winds Credit Union 401k 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 401k Plan And Trust is a benefit plan reported by Gulf Winds Credit Union under EIN 59-6143861 and plan number 002. The latest loaded filing year is 2023. The filing reports 281 participants and $11,300,086 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
002
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
Participants
281
End-of-year plan assets
$11,300,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20241011150206NAL0039147424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,300,086
Total liabilities (EOY)
$0
Net assets (EOY)
$11,300,086
Net assets (BOY)
$9,896,906

Income & contributions

Employer contributions
$319,727
Participant contributions
$773,511
Total contributions
$1,529,146
Total income / additions
$3,471,465

Expenses & distributions

Benefits paid
$2,001,315
Administrative expenses
$57,473
Total expenses
$2,068,285
Net increase / (decrease)
$1,403,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Reedmark Advisors, LLCNONE$39,100not reported in the loaded dataset2023
Benefit Plans Admin ServicesNONE$18,373$02023

Related Form 5500 pages