Credit Union West 401(K) Plan — Form 5500 plan (Credit Union West)
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, Credit Union West 401(K) Plan is a benefit plan reported by Credit Union West under EIN 86-0108241 and plan number 033. The latest loaded filing year is 2023. The filing reports 272 participants and $18,698,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Union West
- EIN
- 86-0108241
- Plan number
- 033
- Plan type
- 2
- Location
- Glendale, AZ
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $18,698,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240927171434NAL0001456835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,698,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,698,009
- Net assets (BOY)
- $15,022,901
Income & contributions
- Employer contributions
- $1,319,143
- Participant contributions
- $1,130,495
- Total contributions
- $2,544,927
- Total income / additions
- $5,212,523
Expenses & distributions
- Benefits paid
- $1,442,814
- Administrative expenses
- $94,601
- Total expenses
- $1,537,415
- Net increase / (decrease)
- $3,675,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,600 | $0 | 2023 |
| Sageview Advisory Group LLC | OTHER SERVICES | $0 | $25,280 | 2023 |