Industrial Credit Union Of Whatcom County 401(K) Plan — Form 5500 plan (Industrial Credit Union Of Whatcom County)
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, Industrial Credit Union Of Whatcom County 401(K) Plan is a benefit plan reported by Industrial Credit Union Of Whatcom County under EIN 91-0587877 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $7,976,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial Credit Union Of Whatcom County
- EIN
- 91-0587877
- Plan number
- 001
- Plan type
- 2
- Location
- Bellingham, WA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $7,976,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241008195326NAL0018237809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,976,035
- Total liabilities (EOY)
- $552
- Net assets (EOY)
- $7,975,483
- Net assets (BOY)
- $6,288,291
Income & contributions
- Employer contributions
- $317,683
- Participant contributions
- $462,947
- Total contributions
- $833,492
- Total income / additions
- $1,913,586
Expenses & distributions
- Benefits paid
- $224,694
- Administrative expenses
- $1,700
- Total expenses
- $226,394
- Net increase / (decrease)
- $1,687,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alera Investment Advisors LLC | SERVICE PROVIDER | $0 | $25,512 | 2023 |