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

Harborstone Credit Union (EIN 91-0659059) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Harborstone Credit Union?

The Employer Identification Number (EIN) reported for Harborstone Credit Union is 91-0659059.

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

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

Harborstone 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, Harborstone Credit Union (EIN 91-0659059) is a plan sponsor located in Lakewood, WA 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: 91-0659059
Location: Lakewood, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $46,585,966
Total reported liabilities (EOY): $2,163
Total reported net assets (EOY): $46,583,803

Contributions & income

Employer contributions: $1,910,068
Participant contributions: $1,429,922
Total income / additions: $10,420,657

Expenses & distributions

Benefits paid / distributions: $7,153,565
Total expenses: $7,233,635
Net increase / (decrease): $3,187,022

Coverage

Total reported participants: 735
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

Harborstone Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Harborstone Credit Union Employee Retirement Savings Plan	002	396	$46,585,966	2023
Harborstone Credit Union Welfare Benefit Plan	501	339	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 Harborstone Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Harborstone Credit Union Welfare Benefit Plan	339	—	20241002230754NAL0009032721001
2023	Harborstone Credit Union Employee Retirement Savings Plan	396	H, C	20241015150342NAL0030087553001