2023 Form 5500 filing — Whitefish Credit Union Association Employee 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 20240924085911NAL0023248130001) for Whitefish Credit Union Association Employee 401(K) Plan, reported by Whitefish Credit Union Association under EIN 81-0208730 and plan number 002. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924085911NAL0023248130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitefish Credit Union Association
- EIN
- 81-0208730
- Plan number
- 002
- Location
- Whitefish, MT
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,696,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,696,542
- Employer contributions
- $403,847
- Participant contributions
- $859,877
- Total income / additions
- $2,741,343
- Benefits paid
- $657,964
- Administrative expenses
- $41,389
- Total expenses
- $699,353
- Net increase / (decrease)
- $2,041,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $40,037 | $0 |