Vizo Financial Corporate Credit Union 401(K) Plan — Form 5500 plan (Vizo Financial Corporate 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, Vizo Financial Corporate Credit Union 401(K) Plan is a benefit plan reported by Vizo Financial Corporate Credit Union under EIN 56-1295697 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $34,789,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vizo Financial Corporate Credit Union
- EIN
- 56-1295697
- Plan number
- 002
- Plan type
- 2
- Location
- Middletown, PA
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $34,789,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20240819140743NAL0003533506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,789,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,789,815
- Net assets (BOY)
- $29,486,754
Income & contributions
- Employer contributions
- $1,198,299
- Participant contributions
- $1,412,881
- Total contributions
- $2,628,210
- Total income / additions
- $7,734,317
Expenses & distributions
- Benefits paid
- $2,415,166
- Administrative expenses
- $16,090
- Total expenses
- $2,431,256
- Net increase / (decrease)
- $5,303,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,476 | $0 | 2023 |