Plan5500

Widget Federal 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, Widget Federal Credit Union (EIN 25-0974214) is a plan sponsor located in Erie, PA 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
25-0974214
Location
Erie, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Widget Federal Credit Union

  • 2 loaded plans hold $10.6M in reported assets.
  • The largest, Widget Federal Credit Union D/B/A Widget Financial 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 242 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.6MSummed across loaded plans$10,587,848
Total reported assets$10.6M$10,587,848
Total reported participants242
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.6MLiabilities—
Contributions & income
Employer contributions$352K
Participant contributions$466.1K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$198.5K
Total expenses$200.3K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Widget Federal Credit Union D/B/A Widget Financial 401(K) Plan And Trust
Participants per plan121Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Widget Federal Credit Union D/B/A Widget Financial 401(K) Plan And Trust$10.6M
    Plan #002 · 132 participants · 2023
  2. 2
    Widget Financial Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 110 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Widget Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Widget Financial Health And Welfare Plan110 participants · 2No schedules
    View filing →
  2. 2023
    Widget Federal Credit Union D/B/A Widget Financial 401(K) Plan And Trust132 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Widget Federal Credit Union report on Form 5500?
Widget Federal Credit Union (EIN 25-0974214) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Widget Federal Credit Union?
The Employer Identification Number (EIN) reported for Widget Federal Credit Union is 25-0974214.
What is the latest Form 5500 filing year for Widget Federal Credit Union?
The latest loaded Form 5500 filing year for Widget Federal Credit Union is 2023.

Related Form 5500 pages