2023 Form 5500 filing — Blupeak Credit Union 401(K) & Benefit Sharing 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 20241008054028NAL0016213953001) for Blupeak Credit Union 401(K) & Benefit Sharing Plan, reported by Blupeak Credit Union under EIN 95-1209332 and plan number 004. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.3MReported net assets$25,307,151
Participants232
Provider compensation$51.8K3 Schedule C row(s)$51,801
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008054028NAL0016213953001
Plan sponsor
Blupeak Credit Union
EIN
95-1209332
Plan number
004
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.3M total assets
Net assets$25.3MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$552.1K
Participant$990K
Full reported line items
Total assets (EOY)
$25,307,151
Total liabilities (EOY)
$0
Net assets (EOY)
$25,307,151
Employer contributions
$552,086
Participant contributions
$989,979
Total income / additions
$5,691,508
Benefits paid
$3,190,600
Administrative expenses
$51,802
Total expenses
$3,270,252
Net increase / (decrease)
$2,421,256
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $46.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.9K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008054028NAL0016213953001 cover?
It is the 2023 Form 5500 filing for Blupeak Credit Union 401(K) & Benefit Sharing Plan, reported by Blupeak Credit Union (EIN 95-1209332).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages