2023 Form 5500 filing — Seattle Metropolitan 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 20241011103513NAL0012375715001) for Seattle Metropolitan Credit Union 401(K) Plan, reported by Seattle Metro. Credit Union under EIN 91-0176215 and plan number 001. It reports 244 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)$17MReported net assets$16,989,846
Participants244
Provider compensation$5.9K2 Schedule C row(s)$5,949
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011103513NAL0012375715001
- Plan sponsor
- Seattle Metro. Credit Union
- EIN
- 91-0176215
- Plan number
- 001
- Location
- Seattle, WA
- 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)$17M total assets
Net assets$17MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,989,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,989,846
- Employer contributions
- $389,430
- Participant contributions
- $866,392
- Total income / additions
- $4,098,820
- Benefits paid
- $2,132,337
- Administrative expenses
- $5,949
- Total expenses
- $2,140,054
- Net increase / (decrease)
- $1,958,766
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,690 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $259 | not reported in the loaded dataset |