How many benefit plans does Topline Financial Credit Union report on Form 5500?

Topline Financial Credit Union (EIN 41-0415960) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Topline Financial Credit Union?

The Employer Identification Number (EIN) reported for Topline Financial Credit Union is 41-0415960.

What is the latest Form 5500 filing year for Topline Financial Credit Union?

The latest loaded Form 5500 filing year for Topline Financial Credit Union is 2023.

Topline Financial Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Topline Financial Credit Union (EIN 41-0415960) is a plan sponsor located in Maple Grove, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-0415960
Location: Maple Grove, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,986,063
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $15,986,063

Contributions & income

Employer contributions: $530,506
Participant contributions: $832,190
Total income / additions: $4,235,756

Expenses & distributions

Benefits paid / distributions: $2,408,790
Total expenses: $2,456,752
Net increase / (decrease): $1,779,004

Coverage

Total reported participants: 218
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Topline Financial Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Topline Financial Credit Union 401(K) Plan	002	109	$15,986,063	2023
Topline Financial Credit Union Welfare Benefit Plan	501	109	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Topline Financial Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Topline Financial Credit Union Welfare Benefit Plan	109	—	20240823191045NAL0006790705001
2023	Topline Financial Credit Union 401(K) Plan	109	H, C	20241015141706NAL0014813971001