2023 Form 5500 filing — Industrial Credit Union Of Whatcom County 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 20241008195326NAL0018237809001) for Industrial Credit Union Of Whatcom County 401(K) Plan, reported by Industrial Credit Union Of Whatcom County under EIN 91-0587877 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008195326NAL0018237809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Industrial Credit Union Of Whatcom County
- EIN
- 91-0587877
- Plan number
- 001
- Location
- Bellingham, WA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,976,035
- Total liabilities (EOY)
- $552
- Net assets (EOY)
- $7,975,483
- Employer contributions
- $317,683
- Participant contributions
- $462,947
- Total income / additions
- $1,913,586
- Benefits paid
- $224,694
- Administrative expenses
- $1,700
- Total expenses
- $226,394
- Net increase / (decrease)
- $1,687,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors LLC | SERVICE PROVIDER | $0 | $25,512 |