Valley Strong Credit Union Plan And Trust — Form 5500 plan (Valley Strong 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, Valley Strong Credit Union Plan And Trust is a benefit plan reported by Valley Strong Credit Union under EIN 95-1652797 and plan number 002. The latest loaded filing year is 2023. The filing reports 715 participants and $41,572,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Strong Credit Union
- EIN
- 95-1652797
- Plan number
- 002
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 715
- End-of-year plan assets
- $41,572,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 715 | H, C | 20241003122448NAL0004858515002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,572,663
- Net assets (EOY)
- $41,572,663
- Net assets (BOY)
- $32,846,658
Income & contributions
- Employer contributions
- $2,269,496
- Participant contributions
- $3,131,707
- Total contributions
- $5,627,389
- Total income / additions
- $11,443,969
Expenses & distributions
- Benefits paid
- $2,685,874
- Administrative expenses
- $22,364
- Total expenses
- $2,717,964
- Net increase / (decrease)
- $8,726,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $22,364 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |