2023 Form 5500 filing — Hapo Community Credit Union Employee Investment 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 20241011135731NAL0021988785001) for Hapo Community Credit Union Employee Investment Plan, reported by Hapo Community Credit Union under EIN 91-1792217 and plan number 002. It reports 625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135731NAL0021988785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hapo Community Credit Union
- EIN
- 91-1792217
- Plan number
- 002
- Location
- Richland, WA
- Participants
- 625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,742,953
- Total liabilities (EOY)
- $27,130
- Net assets (EOY)
- $25,715,823
- Employer contributions
- $717,117
- Participant contributions
- $2,067,220
- Total income / additions
- $6,185,738
- Benefits paid
- $2,153,838
- Administrative expenses
- $134,101
- Total expenses
- $2,287,939
- Net increase / (decrease)
- $3,897,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Petersen Hastings Investment Mgmt | NONE | $97,197 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | NONE | $26,868 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $10,036 | $0 |