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

Ascentra Credit Union (EIN 42-0747751) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Ascentra Credit Union?

The Employer Identification Number (EIN) reported for Ascentra Credit Union is 42-0747751.

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

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

Ascentra 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, Ascentra Credit Union (EIN 42-0747751) is a plan sponsor located in Bettendorf, IA 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: 42-0747751
Location: Bettendorf, IA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,970,616
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $15,970,616

Contributions & income

Employer contributions: $473,952
Participant contributions: $650,464
Total income / additions: $3,361,499

Expenses & distributions

Benefits paid / distributions: $1,097,370
Total expenses: $1,153,052
Net increase / (decrease): $2,208,447

Coverage

Total reported participants: 306
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

Ascentra Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Ascentra Credit Union 401(K) Retirement Plan And Trust	002	192	$15,970,616	2023
Ascentra Credit Union Employee Benefits Plan	501	114	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 Ascentra Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Ascentra Credit Union Employee Benefits Plan	114	—	20240702193322NAL0003961571001
2023	Ascentra Credit Union 401(K) Retirement Plan And Trust	192	H, C	20240718093607NAL0005565377001