Frontwave Credit Union Retirement Plan — Form 5500 plan (Frontwave 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, Frontwave Credit Union Retirement Plan is a benefit plan reported by Frontwave Credit Union under EIN 95-1820763 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $27,676,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frontwave Credit Union
- EIN
- 95-1820763
- Plan number
- 002
- Plan type
- 2
- Location
- Oceanside, CA
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $27,676,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241015153732NAL0050228000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,676,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,676,925
- Net assets (BOY)
- $23,302,728
Income & contributions
- Employer contributions
- $1,009,718
- Participant contributions
- $1,343,980
- Total contributions
- $2,711,357
- Total income / additions
- $6,763,091
Expenses & distributions
- Benefits paid
- $2,360,888
- Administrative expenses
- $22,744
- Total expenses
- $2,388,894
- Net increase / (decrease)
- $4,374,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $22,744 | $0 | 2023 |