Summit Credit Union Wrap Plan — Form 5500 plan (Summit Credit Union)
Plain-English plan 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, Summit Credit Union Wrap Plan is a benefit plan reported by Summit Credit Union under EIN 39-0230585 and plan number 510. The latest loaded filing year is 2023. The filing reports 761 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Credit Union
- EIN
- 39-0230585
- Plan number
- 510
- Plan type
- 2
- Location
- Cottage Grove, WI
- Latest filing year
- 2023
- Participants
- 761
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 761 | — | 20240607144757NAL0023708209001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.