2023 Form 5500 filing — Wescom Credit Union Defined Benefit Pension 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 20241015190335NAL0029454081001) for Wescom Credit Union Defined Benefit Pension Plan, reported by Wescom Credit Union under EIN 95-1288265 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190335NAL0029454081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wescom Credit Union
- EIN
- 95-1288265
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,887,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,887,445
- Total income / additions
- $1,647,272
- Benefits paid
- $1,315,199
- Administrative expenses
- $156,771
- Total expenses
- $1,471,970
- Net increase / (decrease)
- $175,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops | RECORDKEEPER/ADV/CONSULT | $118,371 | not reported in the loaded dataset |