2023 Form 5500 filing — Iq Credit Union 401(K) Plan
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 20240726150514NAL0009096051001) for Iq Credit Union 401(K) Plan, reported by Iq Credit Union under EIN 91-0576399 and plan number 001. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726150514NAL0009096051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iq Credit Union
- EIN
- 91-0576399
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,886,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,886,399
- Employer contributions
- $1,320,798
- Participant contributions
- $2,030,871
- Total income / additions
- $7,866,018
- Benefits paid
- $1,673,354
- Administrative expenses
- $112,633
- Total expenses
- $1,785,987
- Net increase / (decrease)
- $6,080,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $74,607 | not reported in the loaded dataset |
| Cambridge Investment Research, Inc. | NONE | $38,025 | not reported in the loaded dataset |