Wauna Federal Credit Union Savings And Investment Plan — Form 5500 plan (Wauna 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, Wauna Federal Credit Union Savings And Investment Plan is a benefit plan reported by Wauna Federal Credit Union under EIN 93-0562551 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $8,518,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wauna Federal Credit Union
- EIN
- 93-0562551
- Plan number
- 002
- Plan type
- 2
- Location
- Clatskanie, OR
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $8,518,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241002143022NAL0004092035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,518,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,518,235
- Net assets (BOY)
- $6,978,149
Income & contributions
- Employer contributions
- $308,959
- Participant contributions
- $487,021
- Total contributions
- $836,504
- Total income / additions
- $1,969,523
Expenses & distributions
- Benefits paid
- $426,519
- Administrative expenses
- $2,918
- Total expenses
- $429,437
- Net increase / (decrease)
- $1,540,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $21,200 | not reported in the loaded dataset | 2023 |