2023 Form 5500 filing — Advantis Credit Union 401(K) 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 20240927132219NAL0001280387001) for Advantis Credit Union 401(K) Plan, reported by Advantis Credit Union under EIN 93-0251640 and plan number 002. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927132219NAL0001280387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advantis Credit Union
- EIN
- 93-0251640
- Plan number
- 002
- Location
- Oregon City, OR
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,921,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,921,184
- Employer contributions
- $1,554,165
- Participant contributions
- $1,708,564
- Total income / additions
- $7,783,262
- Benefits paid
- $3,234,045
- Administrative expenses
- $70,920
- Total expenses
- $3,304,965
- Net increase / (decrease)
- $4,478,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $63,978 | not reported in the loaded dataset |
| Pension Plan Specialists | TPA | $6,942 | $0 |