Clearwater Federal Credit Union 401(K) Plan — Form 5500 plan (Clearwater Federal 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, Clearwater Federal Credit Union 401(K) Plan is a benefit plan reported by Clearwater Federal Credit Union under EIN 81-0289023 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $17,400,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clearwater Federal Credit Union
- EIN
- 81-0289023
- Plan number
- 001
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $17,400,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241007171230NAL0015544145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,400,074
- Net assets (EOY)
- $17,400,074
- Net assets (BOY)
- $13,674,357
Income & contributions
- Employer contributions
- $536,938
- Participant contributions
- $782,755
- Total contributions
- $1,410,409
- Total income / additions
- $4,101,428
Expenses & distributions
- Benefits paid
- $301,928
- Administrative expenses
- $73,783
- Total expenses
- $375,711
- Net increase / (decrease)
- $3,725,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $73,783 | $0 | 2023 |