Qualstar Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (Qualstar 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, Qualstar Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by Qualstar Credit Union under EIN 91-6035907 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $14,895,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Qualstar Credit Union
- EIN
- 91-6035907
- Plan number
- 002
- Plan type
- 2
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $14,895,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241011165648NAL0011203763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,895,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,895,898
- Net assets (BOY)
- $12,880,248
Income & contributions
- Employer contributions
- $323,501
- Participant contributions
- $579,290
- Total contributions
- $916,017
- Total income / additions
- $3,109,497
Expenses & distributions
- Benefits paid
- $1,054,756
- Administrative expenses
- $31,375
- Total expenses
- $1,093,847
- Net increase / (decrease)
- $2,015,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | INVESTMENT ADVISOR | $20,300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,165 | $0 | 2023 |
| Fiduciary Outsourcing LLC | CONTRACT ADMIN | $910 | not reported in the loaded dataset | 2023 |