2023 Form 5500 filing — Ih Mississippi Valley Credit Union 401(K) Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715162324NAL0002016945001) for Ih Mississippi Valley Credit Union 401(K) Plan & Trust, reported by Ih Mississippi Valley Credit Union under EIN 36-2523206 and plan number 002. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715162324NAL0002016945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ih Mississippi Valley Credit Union
- EIN
- 36-2523206
- Plan number
- 002
- Location
- Moline, IL
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,892,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,892,800
- Employer contributions
- $1,773,159
- Participant contributions
- $1,849,329
- Total income / additions
- $9,648,905
- Benefits paid
- $3,710,790
- Administrative expenses
- $165,199
- Total expenses
- $3,875,989
- Net increase / (decrease)
- $5,772,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $84,893 | $0 |
| First Community Trust N.A. | NONE | $80,306 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $10,705 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |