F & A Federal Credit Union Capital Accumulation Plan — Form 5500 plan (F & A 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, F & A Federal Credit Union Capital Accumulation Plan is a benefit plan reported by F & A Federal Credit Union under EIN 95-1683492 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $19,278,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- F & A Federal Credit Union
- EIN
- 95-1683492
- Plan number
- 002
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $19,278,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H | 20241015173456NAL0015180867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,278,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,278,428
- Net assets (BOY)
- $16,469,943
Income & contributions
- Employer contributions
- $861,343
- Participant contributions
- $821,808
- Total contributions
- $2,243,150
- Total income / additions
- $4,272,568
Expenses & distributions
- Benefits paid
- $1,461,258
- Administrative expenses
- $2,825
- Total expenses
- $1,464,083
- Net increase / (decrease)
- $2,808,485
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.