2023 Form 5500 filing — Spokane Teachers Credit Union 401(K) Retirement Savings 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 20241010141015NAL0020264241001) for Spokane Teachers Credit Union 401(K) Retirement Savings Plan, reported by Spokane Teachers Credit Union under EIN 91-0565128 and plan number 033. It reports 1,072 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141015NAL0020264241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spokane Teachers Credit Union
- EIN
- 91-0565128
- Plan number
- 033
- Location
- Liberty Lake, WA
- Participants
- 1,072
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,263,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,263,161
- Employer contributions
- $5,374,260
- Participant contributions
- $4,925,785
- Total income / additions
- $28,085,666
- Benefits paid
- $5,699,907
- Administrative expenses
- $149,184
- Total expenses
- $5,849,091
- Net increase / (decrease)
- $22,236,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $105,615 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $43,449 | not reported in the loaded dataset |