Ih Mississippi Valley Credit Union 401(K) Plan & Trust — Form 5500 plan (Ih Mississippi Valley Credit Union)
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, Ih Mississippi Valley Credit Union 401(K) Plan & Trust is a benefit plan reported by Ih Mississippi Valley Credit Union under EIN 36-2523206 and plan number 002. The latest loaded filing year is 2023. The filing reports 553 participants and $35,892,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ih Mississippi Valley Credit Union
- EIN
- 36-2523206
- Plan number
- 002
- Plan type
- 2
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $35,892,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20240715162324NAL0002016945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,892,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,892,800
- Net assets (BOY)
- $30,119,884
Income & contributions
- Employer contributions
- $1,773,159
- Participant contributions
- $1,849,329
- Total contributions
- $4,286,967
- Total income / additions
- $9,648,905
Expenses & distributions
- Benefits paid
- $3,710,790
- Administrative expenses
- $165,199
- Total expenses
- $3,875,989
- Net increase / (decrease)
- $5,772,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $84,893 | $0 | 2023 |
| First Community Trust N.A. | NONE | $80,306 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $10,705 | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ih Mississippi Valley Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- Epic Retirement Plan Services — Schedule C compensation
- First Community Trust N.A. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation