How many benefit plans does Merrimack Valley Credit Union report on Form 5500?

Merrimack Valley Credit Union (EIN 04-2206928) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Merrimack Valley Credit Union?

The Employer Identification Number (EIN) reported for Merrimack Valley Credit Union is 04-2206928.

What is the latest Form 5500 filing year for Merrimack Valley Credit Union?

The latest loaded Form 5500 filing year for Merrimack Valley Credit Union is 2023.

Merrimack Valley Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Merrimack Valley Credit Union (EIN 04-2206928) is a plan sponsor located in Lawrence, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2206928
Location: Lawrence, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $20,532,280
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $20,532,280

Contributions & income

Employer contributions: $1,143,094
Participant contributions: $1,191,927
Total income / additions: $5,547,181

Expenses & distributions

Benefits paid / distributions: $1,105,666
Total expenses: $1,131,223
Net increase / (decrease): $4,415,958

Coverage

Total reported participants: 440
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Merrimack Valley Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Merrimack Valley Credit Union 401(K) Plan	002	272	$20,532,280	2023
Merrimack Valley Credit Union Employee Benefits Plan	503	168	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Merrimack Valley Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Merrimack Valley Credit Union Employee Benefits Plan	168	—	20240710052114NAL0016412385001
2023	Merrimack Valley Credit Union 401(K) Plan	272	H, C	20241010105309NAL0009928179001