Ventura County Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (Ventura County 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, Ventura County Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by Ventura County Credit Union under EIN 95-1790568 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $17,205,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventura County Credit Union
- EIN
- 95-1790568
- Plan number
- 001
- Plan type
- 2
- Location
- Ventura, CA
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $17,205,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241126133159NAL0012236994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,205,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,205,948
- Net assets (BOY)
- $14,499,682
Income & contributions
- Employer contributions
- $796,001
- Participant contributions
- $962,980
- Total contributions
- $1,769,638
- Total income / additions
- $4,437,770
Expenses & distributions
- Benefits paid
- $1,659,845
- Administrative expenses
- $71,659
- Total expenses
- $1,731,504
- Net increase / (decrease)
- $2,706,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Integrity Wealth Advisors Inc | NONE | $45,316 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $26,343 | $0 | 2023 |