2023 Form 5500 filing — Valley Strong Credit Union Plan And Trust
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 20241003122448NAL0004858515002) for Valley Strong Credit Union Plan And Trust, reported by Valley Strong Credit Union under EIN 95-1652797 and plan number 002. It reports 715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003122448NAL0004858515002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Strong Credit Union
- EIN
- 95-1652797
- Plan number
- 002
- Location
- Bakersfield, CA
- Participants
- 715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,572,663
- Net assets (EOY)
- $41,572,663
- Employer contributions
- $2,269,496
- Participant contributions
- $3,131,707
- Total income / additions
- $11,443,969
- Benefits paid
- $2,685,874
- Administrative expenses
- $22,364
- Total expenses
- $2,717,964
- Net increase / (decrease)
- $8,726,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $22,364 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |