Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NAVIGATOR EMPLOYEES CREDIT UNION

This Profit Sharing plan holds N/A in total assets and serves 167 participants as of 2023. It is sponsored by NAVIGATOR EMPLOYEES CREDIT UNION in Mississippi. The plan reported positive net income of $269K for the year.

Total Assets (2023)
N/A
Participants
167
State
Industry
Other Services

What the Filing Says About NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING

NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING is a Profit Sharing retirement plan sponsored by NAVIGATOR EMPLOYEES CREDIT UNION, headquartered in Mississippi. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 167 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 640179401, and the plan has been effective since 1998-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $269K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$269K
Plan TypeProfit Sharing
Employer EIN640179401
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NAVIGATOR EMPLOYEES CREDIT UNION)

Year Plans Participants Total Assets
2022 1 143 $8M
2023 2 324 $8M

Nearby Profit Sharing Plans in Mississippi

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING?
As of the 2023 Form 5500 filing, NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING holds N/A in total assets with 167 participants. It is sponsored by NAVIGATOR EMPLOYEES CREDIT UNION.
What type of plan is NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING?
NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING is a Profit Sharing plan. It has been effective since 1998-07-01. The plan is filed with the U.S. Department of Labor under EIN 640179401.
Who sponsors the NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING?
NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING is sponsored by NAVIGATOR EMPLOYEES CREDIT UNION, located in Mississippi. The sponsor's EIN is 640179401 and the plan operates in the Other Services industry.
How did NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING perform in 2023?
NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING held N/A in total assets at the end of 2023. Net income was $269K.
Where can I find official filings for NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING?
Official Form 5500 filings for NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640179401 or plan name at efast.dol.gov.
How does NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING compare to other plans?
You can compare NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN FINAL FILING against other Profit Sharing plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 640179401.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.