Inspirus Credit Union 401(K) Plan — Form 5500 plan (Gesa 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, Inspirus Credit Union 401(K) Plan is a benefit plan reported by Gesa Credit Union under EIN 91-0616262 and plan number 003. The latest loaded filing year is 2023. The filing reports 120 participants and $25,910,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gesa Credit Union
- EIN
- 91-0616262
- Plan number
- 003
- Plan type
- 2
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $25,910,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20240816104351NAL0014188193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,910,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,910,618
- Net assets (BOY)
- $24,545,693
Income & contributions
- Employer contributions
- $394,934
- Participant contributions
- $386,111
- Total contributions
- $798,323
- Total income / additions
- $5,590,359
Expenses & distributions
- Benefits paid
- $4,214,922
- Administrative expenses
- $10,512
- Total expenses
- $4,225,434
- Net increase / (decrease)
- $1,364,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $6,840 | not reported in the loaded dataset | 2023 |