Plan5500

Hapo Community Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Hapo Community 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, Hapo Community Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Hapo Community Credit Union under EIN 91-1792217 and plan number 001. The latest loaded filing year is 2023. The filing reports 515 participants and $56,462,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hapo Community Credit Union
EIN
91-1792217
Plan number
001
Plan type
2
Location
Richland, WA
Latest filing year
2023
Participants
515
End-of-year plan assets
$56,462,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023515H, C20250108144343NAL0006096627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,462,680
Total liabilities (EOY)
$0
Net assets (EOY)
$56,462,680
Net assets (BOY)
$56,240,035

Income & contributions

Total contributions
$0
Total income / additions
$1,627,527

Expenses & distributions

Benefits paid
$1,390,706
Administrative expenses
$14,176
Total expenses
$1,404,882
Net increase / (decrease)
$222,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Members Capital Advisors, Inc.NONE$7,088not reported in the loaded dataset2023
Cmfg Life Insurance CompanyNONE$7,088$02023

Related Form 5500 pages