2023 Form 5500 filing — Excite Credit Union Welfare Benefits Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718162504NAL0009770624001) for Excite Credit Union Welfare Benefits Plan, reported by Excite Credit Union under EIN 94-1243656 and plan number 501. It reports 114 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants114
Provider compensation$5.7K1 Schedule C row(s)$5,651
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20240718162504NAL0009770624001
Plan sponsor
Excite Credit Union
EIN
94-1243656
Plan number
501
Location
San Jose, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CLAIMS PROCESSING · Direct $5.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718162504NAL0009770624001 cover?
It is the 2023 Form 5500 filing for Excite Credit Union Welfare Benefits Plan, reported by Excite Credit Union (EIN 94-1243656).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Related Form 5500 pages