Wright-Patt Credit Union, Inc. 401(K) Plan And Trust — Form 5500 plan (Wright-Patt Credit Union, Inc.)

Plain-English plan 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, Wright-Patt Credit Union, Inc. 401(K) Plan And Trust is a benefit plan reported by Wright-Patt Credit Union, Inc. under EIN 31-0278870 and plan number 033. The latest loaded filing year is 2023. The filing reports 1,515 participants and $111,112,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wright-Patt Credit Union, Inc.
EIN
31-0278870
Plan number
033
Plan type
2
Location
Beavercreek, OH
Latest filing year
2023
Participants
1,515
End-of-year plan assets
$111,112,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,515H, C20240930084035NAL0005332609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,112,257
Total liabilities (EOY)
$0
Net assets (EOY)
$111,112,257
Net assets (BOY)
$88,687,968

Income & contributions

Employer contributions
$6,860,082
Participant contributions
$6,870,582
Total contributions
$15,821,190
Total income / additions
$32,544,281

Expenses & distributions

Benefits paid
$9,989,874
Administrative expenses
$128,969
Total expenses
$10,119,992
Net increase / (decrease)
$22,424,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$123,019$02023
Horan Securities IncADVISOR$6,000not reported in the loaded dataset2023

Related Form 5500 pages