Iq Credit Union 401(K) Plan — Form 5500 plan (Iq 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, Iq Credit Union 401(K) Plan is a benefit plan reported by Iq Credit Union under EIN 91-0576399 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $29,886,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iq Credit Union
- EIN
- 91-0576399
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 460
- End-of-year plan assets
- $29,886,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 460 | H, C | 20240726150514NAL0009096051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,886,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,886,399
- Net assets (BOY)
- $23,806,368
Income & contributions
- Employer contributions
- $1,320,798
- Participant contributions
- $2,030,871
- Total contributions
- $3,388,189
- Total income / additions
- $7,866,018
Expenses & distributions
- Benefits paid
- $1,673,354
- Administrative expenses
- $112,633
- Total expenses
- $1,785,987
- Net increase / (decrease)
- $6,080,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $74,607 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research, Inc. | NONE | $38,025 | not reported in the loaded dataset | 2023 |