Vizo Financial Corporate 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, Vizo Financial Corporate Credit Union (EIN 56-1295697) is a plan sponsor located in Greensboro, NC with 1 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
56-1295697
Location
Greensboro, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,789,815
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$34,789,815

Contributions & income

Employer contributions
$1,198,299
Participant contributions
$1,412,881
Total income / additions
$7,734,317

Expenses & distributions

Benefits paid / distributions
$2,415,166
Total expenses
$2,431,256
Net increase / (decrease)
$5,303,061

Coverage

Total reported participants
324
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

Vizo Financial Corporate Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vizo Financial Corporate Credit Union 401(K) Plan002180$34,789,8152023
Vizo Financial Corporate Credit Union Health & Welfare Plan501144not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Vizo Financial Corporate Credit Union
YearPlanParticipantsSchedulesFiling
2023Vizo Financial Corporate Credit Union 401(K) Plan180H, C20240819140743NAL0003533506001
2023Vizo Financial Corporate Credit Union Health & Welfare Plan14420240913145258NAL0006059651001

Related Form 5500 pages