Hapo Community Credit Union Employee Investment Plan — 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 Employee Investment Plan is a benefit plan reported by Hapo Community Credit Union under EIN 91-1792217 and plan number 002. The latest loaded filing year is 2023. The filing reports 625 participants and $25,742,953 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
- 002
- Plan type
- 2
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 625
- End-of-year plan assets
- $25,742,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 625 | H, C | 20241011135731NAL0021988785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,742,953
- Total liabilities (EOY)
- $27,130
- Net assets (EOY)
- $25,715,823
- Net assets (BOY)
- $21,818,024
Income & contributions
- Employer contributions
- $717,117
- Participant contributions
- $2,067,220
- Total contributions
- $2,818,796
- Total income / additions
- $6,185,738
Expenses & distributions
- Benefits paid
- $2,153,838
- Administrative expenses
- $134,101
- Total expenses
- $2,287,939
- Net increase / (decrease)
- $3,897,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Petersen Hastings Investment Mgmt | NONE | $97,197 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | NONE | $26,868 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $10,036 | $0 | 2023 |