Ascentra Credit Union 401(K) Retirement Plan And Trust — Form 5500 plan (Ascentra 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, Ascentra Credit Union 401(K) Retirement Plan And Trust is a benefit plan reported by Ascentra Credit Union under EIN 42-0747751 and plan number 002. The latest loaded filing year is 2023. The filing reports 192 participants and $15,970,616 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascentra Credit Union
- EIN
- 42-0747751
- Plan number
- 002
- Plan type
- 2
- Location
- Bettendorf, IA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $15,970,616
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20240718093607NAL0005565377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,970,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,970,616
- Net assets (BOY)
- $13,762,169
Income & contributions
- Employer contributions
- $473,952
- Participant contributions
- $650,464
- Total contributions
- $1,609,290
- Total income / additions
- $3,361,499
Expenses & distributions
- Benefits paid
- $1,097,370
- Administrative expenses
- $55,342
- Total expenses
- $1,153,052
- Net increase / (decrease)
- $2,208,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tbs Agency, Inc. | BROKER/DEALER | $0 | $33,483 | 2023 |
| Associated Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $8,425 | $6,938 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,310 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascentra Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Bettendorf, IA
- Tbs Agency, Inc. — Schedule C compensation
- Associated Pension Services, Inc. — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation