Whitefish Credit Union Association Employee 401(K) Plan — Form 5500 plan (Whitefish Credit Union Association)
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, Whitefish Credit Union Association Employee 401(K) Plan is a benefit plan reported by Whitefish Credit Union Association under EIN 81-0208730 and plan number 002. The latest loaded filing year is 2023. The filing reports 267 participants and $9,696,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitefish Credit Union Association
- EIN
- 81-0208730
- Plan number
- 002
- Plan type
- 2
- Location
- Whitefish, MT
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $9,696,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240924085911NAL0023248130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,696,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,696,542
- Net assets (BOY)
- $7,654,552
Income & contributions
- Employer contributions
- $403,847
- Participant contributions
- $859,877
- Total contributions
- $1,346,478
- Total income / additions
- $2,741,343
Expenses & distributions
- Benefits paid
- $657,964
- Administrative expenses
- $41,389
- Total expenses
- $699,353
- Net increase / (decrease)
- $2,041,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $40,037 | $0 | 2023 |