Advantis Credit Union 401(K) Plan — Form 5500 plan (Advantis 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, Advantis Credit Union 401(K) Plan is a benefit plan reported by Advantis Credit Union under EIN 93-0251640 and plan number 002. The latest loaded filing year is 2023. The filing reports 354 participants and $24,921,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantis Credit Union
- EIN
- 93-0251640
- Plan number
- 002
- Plan type
- 2
- Location
- Oregon City, OR
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $24,921,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20240927132219NAL0001280387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,921,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,921,184
- Net assets (BOY)
- $20,442,887
Income & contributions
- Employer contributions
- $1,554,165
- Participant contributions
- $1,708,564
- Total contributions
- $4,040,314
- Total income / additions
- $7,783,262
Expenses & distributions
- Benefits paid
- $3,234,045
- Administrative expenses
- $70,920
- Total expenses
- $3,304,965
- Net increase / (decrease)
- $4,478,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $63,978 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists | TPA | $6,942 | $0 | 2023 |