Plan5500

Washington State Employees Credit Union 401(K) Plan And Trust — Form 5500 plan (Washington State Employees 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, Washington State Employees Credit Union 401(K) Plan And Trust is a benefit plan reported by Washington State Employees Credit Union under EIN 91-0683062 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,104 participants and $123,556,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington State Employees Credit Union
EIN
91-0683062
Plan number
002
Plan type
2
Location
Olympia, WA
Latest filing year
2023
Participants
1,104
End-of-year plan assets
$123,556,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,104H, C20241011151955NAL0012688307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$123,556,723
Total liabilities (EOY)
$12,026
Net assets (EOY)
$123,544,697
Net assets (BOY)
$100,198,786

Income & contributions

Employer contributions
$5,030,950
Participant contributions
$5,384,148
Total contributions
$11,229,631
Total income / additions
$28,764,652

Expenses & distributions

Benefits paid
$5,603,839
Administrative expenses
$146,368
Total expenses
$5,750,207
Net increase / (decrease)
$23,014,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest Plan ServicesNONE$79,899not reported in the loaded dataset2023
Pacific Portfolio ConsultingSERVICE PROVIDER$66,459not reported in the loaded dataset2023

Related Form 5500 pages