Westmark Credit Union 401(K) Savings Retirement Plan — Form 5500 plan (Westmark 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, Westmark Credit Union 401(K) Savings Retirement Plan is a benefit plan reported by Westmark Credit Union under EIN 82-0218879 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $20,306,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westmark Credit Union
- EIN
- 82-0218879
- Plan number
- 001
- Plan type
- 2
- Location
- Idaho Falls, ID
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $20,306,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H | 20241002123748NAL0004010883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,306,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,306,652
- Net assets (BOY)
- $17,332,932
Income & contributions
- Employer contributions
- $850,493
- Participant contributions
- $1,049,897
- Total contributions
- $1,994,979
- Total income / additions
- $4,059,020
Expenses & distributions
- Benefits paid
- $972,498
- Administrative expenses
- $89,138
- Total expenses
- $1,085,300
- Net increase / (decrease)
- $2,973,720
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.