Travis Credit Union 401(K) Retirement Plan — Form 5500 plan (Travis 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, Travis Credit Union 401(K) Retirement Plan is a benefit plan reported by Travis Credit Union under EIN 94-1242831 and plan number 002. The latest loaded filing year is 2023. The filing reports 856 participants and $66,209,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Travis Credit Union
- EIN
- 94-1242831
- Plan number
- 002
- Plan type
- 2
- Location
- Vacaville, CA
- Latest filing year
- 2023
- Participants
- 856
- End-of-year plan assets
- $66,209,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 856 | H, C | 20241008121737NAL0009627523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,209,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,209,336
- Net assets (BOY)
- $55,276,633
Income & contributions
- Employer contributions
- $2,251,889
- Participant contributions
- $3,687,642
- Total contributions
- $7,390,439
- Total income / additions
- $16,650,910
Expenses & distributions
- Benefits paid
- $5,635,602
- Administrative expenses
- $82,365
- Total expenses
- $5,718,207
- Net increase / (decrease)
- $10,932,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $73,267 | $0 | 2023 |
| Turner, Warren, Hwang & Conrad Acco | NONE | $14,999 | not reported in the loaded dataset | 2023 |