Spokane Teachers Credit Union 401(K) Retirement Savings Plan — Form 5500 plan (Spokane Teachers 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, Spokane Teachers Credit Union 401(K) Retirement Savings Plan is a benefit plan reported by Spokane Teachers Credit Union under EIN 91-0565128 and plan number 033. The latest loaded filing year is 2023. The filing reports 1,072 participants and $104,263,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spokane Teachers Credit Union
EIN
91-0565128
Plan number
033
Plan type
2
Location
Liberty Lake, WA
Latest filing year
2023
Participants
1,072
End-of-year plan assets
$104,263,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,072H, C20241010141015NAL0020264241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,263,161
Total liabilities (EOY)
$0
Net assets (EOY)
$104,263,161
Net assets (BOY)
$82,026,586

Income & contributions

Employer contributions
$5,374,260
Participant contributions
$4,925,785
Total contributions
$11,761,767
Total income / additions
$28,085,666

Expenses & distributions

Benefits paid
$5,699,907
Administrative expenses
$149,184
Total expenses
$5,849,091
Net increase / (decrease)
$22,236,575

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$105,615$02023
Strategic Advisors, Inc.ADVISOR$43,449not reported in the loaded dataset2023

Related Form 5500 pages