2023 Form 5500 filing — Vantage West 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 20241009224101NAL0020070849001) for Vantage West Credit Union 401(K) Plan, reported by Vantage West Credit Union under EIN 86-0120482 and plan number 002. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009224101NAL0020070849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vantage West Credit Union
- EIN
- 86-0120482
- Plan number
- 002
- Location
- Tucson, AZ
- Participants
- 645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,958,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,958,157
- Employer contributions
- $2,288,251
- Participant contributions
- $3,322,898
- Total income / additions
- $13,941,382
- Benefits paid
- $5,950,043
- Administrative expenses
- $122,860
- Total expenses
- $6,075,247
- Net increase / (decrease)
- $7,866,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intelligence Driven Advisors | ADVISOR | $76,255 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $46,605 | $0 |