Americas Credit Union, A Federal Credit Union 401(K) Savings Plan — Form 5500 plan (America'S Credit Union, A Federal 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, Americas Credit Union, A Federal Credit Union 401(K) Savings Plan is a benefit plan reported by America'S Credit Union, A Federal Credit Union under EIN 91-0620623 and plan number 002. The latest loaded filing year is 2023. The filing reports 308 participants and $12,615,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- America'S Credit Union, A Federal Credit Union
- EIN
- 91-0620623
- Plan number
- 002
- Plan type
- 2
- Location
- Dupont, WA
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $12,615,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241003102439NAL0004784259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,615,253
- Total liabilities (EOY)
- $38,431
- Net assets (EOY)
- $12,576,822
- Net assets (BOY)
- $10,392,421
Income & contributions
- Employer contributions
- $1,128,033
- Participant contributions
- $697,627
- Total contributions
- $2,315,415
- Total income / additions
- $3,913,050
Expenses & distributions
- Benefits paid
- $1,698,993
- Administrative expenses
- $29,656
- Total expenses
- $1,728,649
- Net increase / (decrease)
- $2,184,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $21,209 | not reported in the loaded dataset | 2023 |
| Definiti LLC | CONTRACT ADMIN | $8,823 | not reported in the loaded dataset | 2023 |
| Capital Research And Management Co | RECORDKEEPER | $2,773 | $0 | 2023 |
| Randall & Hurley (Na Na) | CONTRACT ADMIN | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for America'S Credit Union, A Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Dupont, WA
- Ubs Financial Services — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Capital Research And Management Co — Schedule C compensation
- Randall & Hurley (Na Na) — Schedule C compensation