2023 Form 5500 filing — Vantage West 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 20241009224101NAL0020070849001) for Vantage West Credit Union 401(K) Plan, reported by Vantage West Credit Union under EIN 86-0120482 and plan number 002. It reports 645 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)$53MReported net assets$52,958,157
Participants645
Provider compensation$122.9K2 Schedule C row(s)$122,860
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009224101NAL0020070849001
- Plan sponsor
- Vantage West Credit Union
- EIN
- 86-0120482
- Plan number
- 002
- Location
- Tucson, AZ
- Received date
- not reported in the loaded dataset
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)$53M total assets
Net assets$53MLiabilities$0
Full reported line items
- Total assets (EOY)
- $52,958,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,958,157
- Employer contributions
- $2,288,251
- Participant contributions
- $3,322,898
- Total income / additions
- $13,941,382
- Benefits paid
- $5,950,043
- Administrative expenses
- $122,860
- Total expenses
- $6,075,247
- Net increase / (decrease)
- $7,866,135
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intelligence Driven Advisors | ADVISOR | $76,255 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $46,605 | $0 |