Reliable Credit Association, Inc. Profit Sharing Trust — Form 5500 plan (Reliable Credit Association, Inc.)

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, Reliable Credit Association, Inc. Profit Sharing Trust is a benefit plan reported by Reliable Credit Association, Inc. under EIN 93-0472382 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $29,758,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reliable Credit Association, Inc.
EIN
93-0472382
Plan number
001
Plan type
2
Location
Milwaukie, OR
Latest filing year
2023
Participants
152
End-of-year plan assets
$29,758,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241010180409NAL0020655937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,758,465
Total liabilities (EOY)
$0
Net assets (EOY)
$29,758,465
Net assets (BOY)
$25,034,116

Income & contributions

Employer contributions
$1,416,938
Participant contributions
$545,582
Total contributions
$1,962,520
Total income / additions
$5,552,932

Expenses & distributions

Benefits paid
$759,989
Administrative expenses
$68,594
Total expenses
$828,583
Net increase / (decrease)
$4,724,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$68,594$02023

Related Form 5500 pages