Seattle Metropolitan Credit Union 401(K) Plan — Form 5500 plan (Seattle Metro. 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, Seattle Metropolitan Credit Union 401(K) Plan is a benefit plan reported by Seattle Metro. Credit Union under EIN 91-0176215 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $16,989,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seattle Metro. Credit Union
EIN
91-0176215
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
244
End-of-year plan assets
$16,989,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241011103513NAL0012375715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,989,846
Total liabilities (EOY)
$0
Net assets (EOY)
$16,989,846
Net assets (BOY)
$15,031,080

Income & contributions

Employer contributions
$389,430
Participant contributions
$866,392
Total contributions
$1,473,204
Total income / additions
$4,098,820

Expenses & distributions

Benefits paid
$2,132,337
Administrative expenses
$5,949
Total expenses
$2,140,054
Net increase / (decrease)
$1,958,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$5,690$02023
Empower Advisory Group, LLCINVESTMENT MGMT$259not reported in the loaded dataset2023

Related Form 5500 pages