2023 Form 5500 filing — Travis Credit Union 401(K) Retirement 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 20241008121737NAL0009627523001) for Travis Credit Union 401(K) Retirement Plan, reported by Travis Credit Union under EIN 94-1242831 and plan number 002. It reports 856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008121737NAL0009627523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travis Credit Union
- EIN
- 94-1242831
- Plan number
- 002
- Location
- Vacaville, CA
- Participants
- 856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,209,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,209,336
- Employer contributions
- $2,251,889
- Participant contributions
- $3,687,642
- Total income / additions
- $16,650,910
- Benefits paid
- $5,635,602
- Administrative expenses
- $82,365
- Total expenses
- $5,718,207
- Net increase / (decrease)
- $10,932,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $73,267 | $0 |
| Turner, Warren, Hwang & Conrad Acco | NONE | $14,999 | not reported in the loaded dataset |