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

Keypoint Credit Union (EIN 94-2600376) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Keypoint Credit Union?

The Employer Identification Number (EIN) reported for Keypoint Credit Union is 94-2600376.

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

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

Keypoint 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, Keypoint Credit Union (EIN 94-2600376) 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: 94-2600376
Location: San Jose, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $42,137,539
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $42,137,539

Contributions & income

Employer contributions: $631,953
Participant contributions: $1,482,904
Total income / additions: $9,317,770

Expenses & distributions

Benefits paid / distributions: $2,080,217
Total expenses: $2,163,204
Net increase / (decrease): $7,154,566

Coverage

Total reported participants: 460
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

Keypoint Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Keypoint Credit Union 401(K) Profit Sharing Plan	001	275	$42,137,539	2023
Keypoint Credit Union Employee Benefits Plan	504	185	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 Keypoint Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Keypoint Credit Union Employee Benefits Plan	185	—	20240604151221NAL0034091040001
2023	Keypoint Credit Union 401(K) Profit Sharing Plan	275	H, C	20240625141647NAL0007476033001