2023 Form 5500 filing — Westmark Credit Union 401(K) Savings Retirement 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 20241002123748NAL0004010883001) for Westmark Credit Union 401(K) Savings Retirement Plan, reported by Westmark Credit Union under EIN 82-0218879 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241002123748NAL0004010883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westmark Credit Union
- EIN
- 82-0218879
- Plan number
- 001
- Location
- Idaho Falls, ID
- Participants
- 324
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,306,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,306,652
- Employer contributions
- $850,493
- Participant contributions
- $1,049,897
- Total income / additions
- $4,059,020
- Benefits paid
- $972,498
- Administrative expenses
- $89,138
- Total expenses
- $1,085,300
- Net increase / (decrease)
- $2,973,720
- Schedule source
- Schedule H