Abilene Teachers Federal Credit Union Money Purchase Plan And Trust — Form 5500 plan (Abilene Teachers 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, Abilene Teachers Federal Credit Union Money Purchase Plan And Trust is a benefit plan reported by Abilene Teachers Federal Credit Union under EIN 75-0888860 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $8,701,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abilene Teachers Federal Credit Union
- EIN
- 75-0888860
- Plan number
- 001
- Plan type
- 2
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $8,701,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241010074654NAL0011277603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,701,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,701,940
- Net assets (BOY)
- $7,497,165
Income & contributions
- Employer contributions
- $808,494
- Total contributions
- $808,494
- Total income / additions
- $1,864,059
Expenses & distributions
- Benefits paid
- $615,564
- Administrative expenses
- $43,720
- Total expenses
- $659,284
- Net increase / (decrease)
- $1,204,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $34,229 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $6,251 | not reported in the loaded dataset | 2023 |