Veridian Credit Union 401(K) Plan And Trust — Form 5500 plan (Veridian 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, Veridian Credit Union 401(K) Plan And Trust is a benefit plan reported by Veridian Credit Union under EIN 42-1132695 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,172 participants and $170,621,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veridian Credit Union
- EIN
- 42-1132695
- Plan number
- 002
- Plan type
- 2
- Location
- Cedar Falls, IA
- Latest filing year
- 2023
- Participants
- 1,172
- End-of-year plan assets
- $170,621,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,172 | H, C | 20240918144451NAL0001755683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,621,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,621,119
- Net assets (BOY)
- $140,130,244
Income & contributions
- Employer contributions
- $7,717,618
- Participant contributions
- $4,768,885
- Total contributions
- $13,995,582
- Total income / additions
- $39,176,980
Expenses & distributions
- Benefits paid
- $8,402,618
- Administrative expenses
- $276,663
- Total expenses
- $8,686,105
- Net increase / (decrease)
- $30,490,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $180,582 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $36,713 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $32,893 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $15,815 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veridian Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Falls, IA
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation