Kitsap Credit Union 401(K) Retirement Savings Plan — Form 5500 plan (Kitsap 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, Kitsap Credit Union 401(K) Retirement Savings Plan is a benefit plan reported by Kitsap Credit Union under EIN 91-0333066 and plan number 003. The latest loaded filing year is 2023. The filing reports 412 participants and $27,740,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kitsap Credit Union
- EIN
- 91-0333066
- Plan number
- 003
- Plan type
- 2
- Location
- Bremerton, WA
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $27,740,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241015140819NAL0014799171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,740,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,740,137
- Net assets (BOY)
- $23,507,756
Income & contributions
- Employer contributions
- $1,109,226
- Participant contributions
- $1,796,993
- Total contributions
- $3,328,841
- Total income / additions
- $7,637,268
Expenses & distributions
- Benefits paid
- $3,345,881
- Administrative expenses
- $58,984
- Total expenses
- $3,404,887
- Net increase / (decrease)
- $4,232,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $51,630 | not reported in the loaded dataset | 2023 |
| Alera Investment Advisors, LLC | NONE | $43,547 | not reported in the loaded dataset | 2023 |