America'S Credit Union, A Federal Credit Union Defined Benefit Pension Plan And Trust — Form 5500 plan (America'S Credit Union, A Federal 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, America'S Credit Union, A Federal Credit Union Defined Benefit Pension Plan And Trust is a benefit plan reported by America'S Credit Union, A Federal Credit Union under EIN 91-0620623 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $11,610,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- America'S Credit Union, A Federal Credit Union
- EIN
- 91-0620623
- Plan number
- 001
- Plan type
- 2
- Location
- Dupont, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241010092318NAL0011330259001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $11,610,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,610,320
- Net assets (BOY)
- $9,578,233
Income & contributions
- Employer contributions
- $900,000
- Total contributions
- $900,000
- Total income / additions
- $2,354,596
Expenses & distributions
- Benefits paid
- $297,709
- Administrative expenses
- $24,800
- Total expenses
- $322,509
- Net increase / (decrease)
- $2,032,087
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,800 | $0 | 2023 |