Sound 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, Sound Credit Union (EIN 91-0557925) is a plan sponsor located in Tacoma, WA 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
91-0557925
Location
Tacoma, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,766,215
Total reported liabilities (EOY)
$5,328
Total reported net assets (EOY)
$46,760,887

Contributions & income

Employer contributions
$2,269,485
Participant contributions
$1,822,676
Total income / additions
$16,889,801

Expenses & distributions

Benefits paid / distributions
$3,916,044
Total expenses
$4,015,200
Net increase / (decrease)
$12,874,601

Coverage

Total reported participants
879
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

Sound Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sound Credit Union 401(K) Retirement Savings Plan And Trust003502$46,766,2152023
Sound Credit Union Health Care Benefits Plan501377not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sound Credit Union
YearPlanParticipantsSchedulesFiling
2023Sound Credit Union Health Care Benefits Plan37720240826175747NAL0016254048001
2023Sound Credit Union 401(K) Retirement Savings Plan And Trust502H, C20241008132744NAL0028761248001

Related Form 5500 pages