2023 Form 5500 filing — Qualstar Credit Union 401(K) Profit Sharing 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 20241011165648NAL0011203763001) for Qualstar Credit Union 401(K) Profit Sharing Plan, reported by Qualstar Credit Union under EIN 91-6035907 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011165648NAL0011203763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Qualstar Credit Union
- EIN
- 91-6035907
- Plan number
- 002
- Location
- Bothell, WA
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,895,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,895,898
- Employer contributions
- $323,501
- Participant contributions
- $579,290
- Total income / additions
- $3,109,497
- Benefits paid
- $1,054,756
- Administrative expenses
- $31,375
- Total expenses
- $1,093,847
- Net increase / (decrease)
- $2,015,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | INVESTMENT ADVISOR | $20,300 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,165 | $0 |
| Fiduciary Outsourcing LLC | CONTRACT ADMIN | $910 | not reported in the loaded dataset |