Twinstar Credit Union Profit Sharing And 401(K) Salary Reduction Plan — Form 5500 plan (Twinstar 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, Twinstar Credit Union Profit Sharing And 401(K) Salary Reduction Plan is a benefit plan reported by Twinstar Credit Union under EIN 91-0440744 and plan number 002. The latest loaded filing year is 2023. The filing reports 547 participants and $71,558,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twinstar Credit Union
- EIN
- 91-0440744
- Plan number
- 002
- Plan type
- 2
- Location
- Olympia, WA
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $71,558,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20241015174243NAL0050736928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,558,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,558,900
- Net assets (BOY)
- $33,916,400
Income & contributions
- Employer contributions
- $3,964,622
- Participant contributions
- $3,282,202
- Total contributions
- $9,415,214
- Total income / additions
- $16,384,458
Expenses & distributions
- Benefits paid
- $4,497,435
- Administrative expenses
- $156,627
- Total expenses
- $4,654,062
- Net increase / (decrease)
- $11,730,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alera Group Inc Dba Alera Investmen | INVESTMENT ADVISOR | $68,678 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $62,371 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,578 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twinstar Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Olympia, WA
- Alera Group Inc Dba Alera Investmen — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation