Vantage Credit Union 401k Profit Sharing Plan And Trust — Form 5500 plan (Vantage 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, Vantage Credit Union 401k Profit Sharing Plan And Trust is a benefit plan reported by Vantage Credit Union under EIN 43-0739854 and plan number 003. The latest loaded filing year is 2023. The filing reports 318 participants and $17,544,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vantage Credit Union
- EIN
- 43-0739854
- Plan number
- 003
- Plan type
- 2
- Location
- St. Charles, MO
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $17,544,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241010141428NAL0021194689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,544,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,544,562
- Net assets (BOY)
- $13,493,890
Income & contributions
- Employer contributions
- $788,824
- Participant contributions
- $1,111,389
- Total contributions
- $2,237,093
- Total income / additions
- $4,939,687
Expenses & distributions
- Benefits paid
- $889,015
- Administrative expenses
- $0
- Total expenses
- $889,015
- Net increase / (decrease)
- $4,050,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ekon Benefits | NONE | $0 | $29,313 | 2023 |