2023 Form 5500 filing — Credit Union West 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 20240927171434NAL0001456835001) for Credit Union West 401(K) Plan, reported by Credit Union West under EIN 86-0108241 and plan number 033. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927171434NAL0001456835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Credit Union West
- EIN
- 86-0108241
- Plan number
- 033
- Location
- Glendale, AZ
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,698,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,698,009
- Employer contributions
- $1,319,143
- Participant contributions
- $1,130,495
- Total income / additions
- $5,212,523
- Benefits paid
- $1,442,814
- Administrative expenses
- $94,601
- Total expenses
- $1,537,415
- Net increase / (decrease)
- $3,675,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,600 | $0 |
| Sageview Advisory Group LLC | OTHER SERVICES | $0 | $25,280 |