2023 Form 5500 filing — Onpoint Community 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 20241009170317NAL0018797201001) for Onpoint Community Credit Union 401(K) Plan, reported by Onpoint Community Credit Union under EIN 93-0257765 and plan number 004. It reports 1,267 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)$151.5MReported net assets$151,482,163
Participants1.3K1,267
Provider compensation$31.1K1 Schedule C row(s)$31,148
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009170317NAL0018797201001
Plan sponsor
Onpoint Community Credit Union
EIN
93-0257765
Plan number
004
Location
Portland, OR
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)$151.5M total assets
Net assets$151.5MLiabilities$0
Money in vs. money out
Total income / additions$39.7M
Total expenses$5.4M
Benefits paid / distributions$5.4M
Contributions
Employer$7.9M
Participant$7.4M
Full reported line items
Total assets (EOY)
$151,482,163
Total liabilities (EOY)
$0
Net assets (EOY)
$151,482,163
Employer contributions
$7,935,668
Participant contributions
$7,411,165
Total income / additions
$39,746,715
Benefits paid
$5,360,535
Administrative expenses
$25,806
Total expenses
$5,399,517
Net increase / (decrease)
$34,347,198
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $31.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009170317NAL0018797201001 cover?
It is the 2023 Form 5500 filing for Onpoint Community Credit Union 401(K) Plan, reported by Onpoint Community Credit Union (EIN 93-0257765).
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