Vantage West Credit Union 401(K) Plan — Form 5500 plan (Vantage West 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 West Credit Union 401(K) Plan is a benefit plan reported by Vantage West Credit Union under EIN 86-0120482 and plan number 002. The latest loaded filing year is 2023. The filing reports 645 participants and $52,958,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vantage West Credit Union
- EIN
- 86-0120482
- Plan number
- 002
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 645
- End-of-year plan assets
- $52,958,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 645 | H, C | 20241009224101NAL0020070849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,958,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,958,157
- Net assets (BOY)
- $45,092,022
Income & contributions
- Employer contributions
- $2,288,251
- Participant contributions
- $3,322,898
- Total contributions
- $5,700,713
- Total income / additions
- $13,941,382
Expenses & distributions
- Benefits paid
- $5,950,043
- Administrative expenses
- $122,860
- Total expenses
- $6,075,247
- Net increase / (decrease)
- $7,866,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intelligence Driven Advisors | ADVISOR | $76,255 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $46,605 | $0 | 2023 |