Plan5500

Excite 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, Excite Credit Union (EIN 94-1243656) is a plan sponsor located in San Jose, CA 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
94-1243656
Location
San Jose, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Excite Credit Union

  • 2 loaded plans hold $16M in reported assets.
  • The largest, Excite Credit Union 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 306 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$15,989,835
Total reported assets$16M$15,989,835
Total reported participants306
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$517.4K
Participant contributions$957.7K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Excite Credit Union 401(K) Retirement Savings Plan
Participants per plan153Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Excite Credit Union 401(K) Retirement Savings Plan$16M
    Plan #001 · 192 participants · 2023
  2. 2
    Excite Credit Union Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 114 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Excite Credit Union. Open one for its full reported snapshot.

  1. 2023
    Excite Credit Union Welfare Benefits Plan114 participants · 2Sch C
    View filing →
  2. 2023
    Excite Credit Union 401(K) Retirement Savings Plan192 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Excite Credit Union report on Form 5500?
Excite Credit Union (EIN 94-1243656) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Excite Credit Union?
The Employer Identification Number (EIN) reported for Excite Credit Union is 94-1243656.
What is the latest Form 5500 filing year for Excite Credit Union?
The latest loaded Form 5500 filing year for Excite Credit Union is 2023.

Related Form 5500 pages