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Filing

Wescom Credit Union Defined Benefit Pension Plan

Wescom Credit Union • EIN 95-1288265 • Plan year 2005

Company ProfileSource Archive

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Filing Insights

Participants

Down

629 → 297

-332 • -52.78%

Assets

Up

$11,031,892 → $12,195,485

$1,163,593 • 10.55%

Investment Management Fee

0.88%

$102,407

Admin expenses $125,726 • Total expenses $700,729

Filing Details

Context
Net investment result
$1,163,593
Pension payor EIN
95-1079000

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
MCGLADREY & PULLEN, LLPEIN 42-0714325Accountant--Mcgladrey & Pullen LLP

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20244972$200,404,782$14,602,414$15,023iApproximate average salary by contribution assumption: employee only about $375,576 at 4% or $250,384 at 6%; with 50% employer match about $250,384 at 4% or $166,923 at 6%; with 100% employer match about $187,788 at 4% or $125,192 at 6%.
Wescom Credit Union 401K Retirement Plan-972$178,135,620$14,602,414$15,023iApproximate average salary by contribution assumption: employee only about $375,576 at 4% or $250,384 at 6%; with 50% employer match about $250,384 at 4% or $166,923 at 6%; with 100% employer match about $187,788 at 4% or $125,192 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-92$22,269,162--
Wescom Credit Union Ltd-325---
Wescom Credit Union Lite Ad&D Medical Plan-961---
20234890$171,193,789$13,533,856$15,207iApproximate average salary by contribution assumption: employee only about $380,164 at 4% or $253,443 at 6%; with 50% employer match about $253,443 at 4% or $168,962 at 6%; with 100% employer match about $190,082 at 4% or $126,721 at 6%.
Wescom Credit Union 401K Retirement Plan-890$147,306,344$13,533,856$15,207iApproximate average salary by contribution assumption: employee only about $380,164 at 4% or $253,443 at 6%; with 50% employer match about $253,443 at 4% or $168,962 at 6%; with 100% employer match about $190,082 at 4% or $126,721 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-95$23,887,445--
Wescom Credit Union Lite Ad&D Medical Plan-867---
Wescom Credit Union Ltd-281---
20224848$146,853,978$11,922,824$14,060iApproximate average salary by contribution assumption: employee only about $351,498 at 4% or $234,332 at 6%; with 50% employer match about $234,332 at 4% or $156,221 at 6%; with 100% employer match about $175,749 at 4% or $117,166 at 6%.
Wescom Credit Union 401K Retirement Plan-848$123,136,525$11,922,824$14,060iApproximate average salary by contribution assumption: employee only about $351,498 at 4% or $234,332 at 6%; with 50% employer match about $234,332 at 4% or $156,221 at 6%; with 100% employer match about $175,749 at 4% or $117,166 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-101$23,717,453--
Wescom Credit Union Lite Ad&D Medical Plan-831---
Wescom Credit Union Ltd-273---
20213807$169,986,533$11,400,007$14,126iApproximate average salary by contribution assumption: employee only about $353,160 at 4% or $235,440 at 6%; with 50% employer match about $235,440 at 4% or $156,960 at 6%; with 100% employer match about $176,580 at 4% or $117,720 at 6%.
Wescom Credit Union 401K Retirement Plan-807$137,887,124$11,400,007$14,126iApproximate average salary by contribution assumption: employee only about $353,160 at 4% or $235,440 at 6%; with 50% employer match about $235,440 at 4% or $156,960 at 6%; with 100% employer match about $176,580 at 4% or $117,720 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-103$32,099,409--
Wescom Credit Union Lite Ad&D Medical Plan-790---
20203794$152,024,258$10,067,555$12,680iApproximate average salary by contribution assumption: employee only about $316,989 at 4% or $211,326 at 6%; with 50% employer match about $211,326 at 4% or $140,884 at 6%; with 100% employer match about $158,494 at 4% or $105,663 at 6%.
Wescom Credit Union 401K Retirement Plan-794$117,667,108$10,067,555$12,680iApproximate average salary by contribution assumption: employee only about $316,989 at 4% or $211,326 at 6%; with 50% employer match about $211,326 at 4% or $140,884 at 6%; with 100% employer match about $158,494 at 4% or $105,663 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-112$34,357,150--
Wescom Credit Union Lite Ad&D Medical Plan-774---
20193782$136,883,960$9,442,805$12,075iApproximate average salary by contribution assumption: employee only about $301,880 at 4% or $201,253 at 6%; with 50% employer match about $201,253 at 4% or $134,169 at 6%; with 100% employer match about $150,940 at 4% or $100,627 at 6%.
Wescom Credit Union 401K Retirement Plan-782$101,847,220$9,442,805$12,075iApproximate average salary by contribution assumption: employee only about $301,880 at 4% or $201,253 at 6%; with 50% employer match about $201,253 at 4% or $134,169 at 6%; with 100% employer match about $150,940 at 4% or $100,627 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-115$35,036,740--
Wescom Credit Union Lite Ad&D Medical Plan-754---
20183810$111,692,556$10,073,716$12,437iApproximate average salary by contribution assumption: employee only about $310,917 at 4% or $207,278 at 6%; with 50% employer match about $207,278 at 4% or $138,185 at 6%; with 100% employer match about $155,459 at 4% or $103,639 at 6%.
Wescom Credit Union 401K Retirement Plan-810$81,085,955$8,073,716$9,968iApproximate average salary by contribution assumption: employee only about $249,189 at 4% or $166,126 at 6%; with 50% employer match about $166,126 at 4% or $110,751 at 6%; with 100% employer match about $124,594 at 4% or $83,063 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-127$30,606,601$2,000,000$15,748iApproximate average salary by contribution assumption: employee only about $393,701 at 4% or $262,467 at 6%; with 50% employer match about $262,467 at 4% or $174,978 at 6%; with 100% employer match about $196,850 at 4% or $131,234 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-791---
20173816$115,355,155$10,869,247$13,320iApproximate average salary by contribution assumption: employee only about $333,004 at 4% or $222,003 at 6%; with 50% employer match about $222,003 at 4% or $148,002 at 6%; with 100% employer match about $166,502 at 4% or $111,001 at 6%.
Wescom Credit Union 401K Retirement Plan-816$84,058,970$8,869,247$10,869iApproximate average salary by contribution assumption: employee only about $271,729 at 4% or $181,153 at 6%; with 50% employer match about $181,153 at 4% or $120,769 at 6%; with 100% employer match about $135,865 at 4% or $90,576 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-134$31,296,185$2,000,000$14,925iApproximate average salary by contribution assumption: employee only about $373,134 at 4% or $248,756 at 6%; with 50% employer match about $248,756 at 4% or $165,837 at 6%; with 100% employer match about $186,567 at 4% or $124,378 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-798---
20163797$96,164,351$9,302,706$11,672iApproximate average salary by contribution assumption: employee only about $291,804 at 4% or $194,536 at 6%; with 50% employer match about $194,536 at 4% or $129,691 at 6%; with 100% employer match about $145,902 at 4% or $97,268 at 6%.
Wescom Credit Union 401K Retirement Plan-797$69,368,158$7,302,706$9,163iApproximate average salary by contribution assumption: employee only about $229,069 at 4% or $152,712 at 6%; with 50% employer match about $152,712 at 4% or $101,808 at 6%; with 100% employer match about $114,534 at 4% or $76,356 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-139$26,796,193$2,000,000$14,388iApproximate average salary by contribution assumption: employee only about $359,712 at 4% or $239,808 at 6%; with 50% employer match about $239,808 at 4% or $159,872 at 6%; with 100% employer match about $179,856 at 4% or $119,904 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-775---
20153827$84,680,218$8,642,545$10,450iApproximate average salary by contribution assumption: employee only about $261,262 at 4% or $174,175 at 6%; with 50% employer match about $174,175 at 4% or $116,116 at 6%; with 100% employer match about $130,631 at 4% or $87,087 at 6%.
Wescom Credit Union 401K Retirement Plan-793$61,029,927$6,912,545$8,717iApproximate average salary by contribution assumption: employee only about $217,924 at 4% or $145,283 at 6%; with 50% employer match about $145,283 at 4% or $96,855 at 6%; with 100% employer match about $108,962 at 4% or $72,641 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-149$23,650,291$1,730,000$11,611iApproximate average salary by contribution assumption: employee only about $290,268 at 4% or $193,512 at 6%; with 50% employer match about $193,512 at 4% or $129,008 at 6%; with 100% employer match about $145,134 at 4% or $96,756 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-827---
20143769$82,770,558$7,140,274$9,285iApproximate average salary by contribution assumption: employee only about $232,129 at 4% or $154,752 at 6%; with 50% employer match about $154,752 at 4% or $103,168 at 6%; with 100% employer match about $116,064 at 4% or $77,376 at 6%.
Wescom Credit Union 401K Retirement Plan-769$58,825,719$5,578,934$7,255iApproximate average salary by contribution assumption: employee only about $181,370 at 4% or $120,913 at 6%; with 50% employer match about $120,913 at 4% or $80,609 at 6%; with 100% employer match about $90,685 at 4% or $60,457 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-158$23,944,839$1,561,340$9,882iApproximate average salary by contribution assumption: employee only about $247,047 at 4% or $164,698 at 6%; with 50% employer match about $164,698 at 4% or $109,799 at 6%; with 100% employer match about $123,524 at 4% or $82,349 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-705---
20133758$76,046,933$8,224,894$10,851iApproximate average salary by contribution assumption: employee only about $271,270 at 4% or $180,846 at 6%; with 50% employer match about $180,846 at 4% or $120,564 at 6%; with 100% employer match about $135,635 at 4% or $90,423 at 6%.
Wescom Credit Union 401K Retirement Plan-758$53,524,897$5,169,774$6,820iApproximate average salary by contribution assumption: employee only about $170,507 at 4% or $113,671 at 6%; with 50% employer match about $113,671 at 4% or $75,781 at 6%; with 100% employer match about $85,254 at 4% or $56,836 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-163$22,522,036$3,055,120$18,743iApproximate average salary by contribution assumption: employee only about $468,577 at 4% or $312,384 at 6%; with 50% employer match about $312,384 at 4% or $208,256 at 6%; with 100% employer match about $234,288 at 4% or $156,192 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-629---
20123733$62,490,151$5,402,016$7,370iApproximate average salary by contribution assumption: employee only about $184,243 at 4% or $122,829 at 6%; with 50% employer match about $122,829 at 4% or $81,886 at 6%; with 100% employer match about $92,122 at 4% or $61,414 at 6%.
Wescom Credit Union 401K Retirement Plan-733$44,518,355$4,346,896$5,930iApproximate average salary by contribution assumption: employee only about $148,257 at 4% or $98,838 at 6%; with 50% employer match about $98,838 at 4% or $65,892 at 6%; with 100% employer match about $74,129 at 4% or $49,419 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-177$17,971,796$1,055,120$5,961iApproximate average salary by contribution assumption: employee only about $149,028 at 4% or $99,352 at 6%; with 50% employer match about $99,352 at 4% or $66,235 at 6%; with 100% employer match about $74,514 at 4% or $49,676 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-675---
20113729$53,918,076$3,942,304$5,408iApproximate average salary by contribution assumption: employee only about $135,196 at 4% or $90,130 at 6%; with 50% employer match about $90,130 at 4% or $60,087 at 6%; with 100% employer match about $67,598 at 4% or $45,065 at 6%.
Wescom Credit Union 401K Retirement Plan-729$38,170,128$2,887,184$3,960iApproximate average salary by contribution assumption: employee only about $99,012 at 4% or $66,008 at 6%; with 50% employer match about $66,008 at 4% or $44,005 at 6%; with 100% employer match about $49,506 at 4% or $33,004 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-185$15,747,948$1,055,120$5,703iApproximate average salary by contribution assumption: employee only about $142,584 at 4% or $95,056 at 6%; with 50% employer match about $95,056 at 4% or $63,371 at 6%; with 100% employer match about $71,292 at 4% or $47,528 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-653---
20103758$54,229,696$3,729,610$4,920iApproximate average salary by contribution assumption: employee only about $123,008 at 4% or $82,005 at 6%; with 50% employer match about $82,005 at 4% or $54,670 at 6%; with 100% employer match about $61,504 at 4% or $41,003 at 6%.
Wescom Credit Union 401K Retirement Plan-758$38,819,211$2,674,490$3,528iApproximate average salary by contribution assumption: employee only about $88,209 at 4% or $58,806 at 6%; with 50% employer match about $58,806 at 4% or $39,204 at 6%; with 100% employer match about $44,104 at 4% or $29,403 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-187$15,410,485$1,055,120$5,642iApproximate average salary by contribution assumption: employee only about $141,059 at 4% or $94,039 at 6%; with 50% employer match about $94,039 at 4% or $62,693 at 6%; with 100% employer match about $70,529 at 4% or $47,020 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-677---
20094859$50,647,389$5,534,088$6,442iApproximate average salary by contribution assumption: employee only about $161,062 at 4% or $107,375 at 6%; with 50% employer match about $107,375 at 4% or $71,583 at 6%; with 100% employer match about $80,531 at 4% or $53,687 at 6%.
Wescom Credit Union 401K Retirement Plan-859$36,317,971$4,478,968$5,214iApproximate average salary by contribution assumption: employee only about $130,354 at 4% or $86,903 at 6%; with 50% employer match about $86,903 at 4% or $57,935 at 6%; with 100% employer match about $65,177 at 4% or $43,451 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-198$14,329,418$1,055,120$5,329iApproximate average salary by contribution assumption: employee only about $133,222 at 4% or $88,815 at 6%; with 50% employer match about $88,815 at 4% or $59,210 at 6%; with 100% employer match about $66,611 at 4% or $44,407 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-729---
Wescom Credit Union 401K Retirement Plan-----
200831,053$38,465,768$7,792,412$7,400iApproximate average salary by contribution assumption: employee only about $185,005 at 4% or $123,337 at 6%; with 50% employer match about $123,337 at 4% or $82,224 at 6%; with 100% employer match about $92,503 at 4% or $61,668 at 6%.
Wescom Credit Union 401K Retirement Plan-1,053$26,773,702$6,737,292$6,398iApproximate average salary by contribution assumption: employee only about $159,955 at 4% or $106,636 at 6%; with 50% employer match about $106,636 at 4% or $71,091 at 6%; with 100% employer match about $79,977 at 4% or $53,318 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-222$11,692,066$1,055,120$4,753iApproximate average salary by contribution assumption: employee only about $118,820 at 4% or $79,213 at 6%; with 50% employer match about $79,213 at 4% or $52,809 at 6%; with 100% employer match about $59,410 at 4% or $39,607 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-862---
200731,190$49,972,328$8,214,001$6,903iApproximate average salary by contribution assumption: employee only about $172,563 at 4% or $115,042 at 6%; with 50% employer match about $115,042 at 4% or $76,695 at 6%; with 100% employer match about $86,282 at 4% or $57,521 at 6%.
Wescom Credit Union 401K Retirement Plan-1,190$34,481,154$7,158,881$6,016iApproximate average salary by contribution assumption: employee only about $150,397 at 4% or $100,264 at 6%; with 50% employer match about $100,264 at 4% or $66,843 at 6%; with 100% employer match about $75,198 at 4% or $50,132 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-242$15,491,174$1,055,120$4,360iApproximate average salary by contribution assumption: employee only about $109,000 at 4% or $72,667 at 6%; with 50% employer match about $72,667 at 4% or $48,444 at 6%; with 100% employer match about $54,500 at 4% or $36,333 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-945---
200651,085$42,270,107$6,733,517$6,206iApproximate average salary by contribution assumption: employee only about $155,150 at 4% or $103,433 at 6%; with 50% employer match about $103,433 at 4% or $68,956 at 6%; with 100% employer match about $77,575 at 4% or $51,717 at 6%.
Wescom Credit Union 401K Retirement Plan-1,085$27,638,060$5,702,709$5,256iApproximate average salary by contribution assumption: employee only about $131,399 at 4% or $87,599 at 6%; with 50% employer match about $87,599 at 4% or $58,399 at 6%; with 100% employer match about $65,699 at 4% or $43,800 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-260$14,632,047$1,030,808$3,965iApproximate average salary by contribution assumption: employee only about $99,116 at 4% or $66,077 at 6%; with 50% employer match about $66,077 at 4% or $44,052 at 6%; with 100% employer match about $49,558 at 4% or $33,039 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-924---
Wescom Credit Union Dental Insurance Plan-0---
Wescom Credit Union Ltd-0---
20055812$33,553,284$5,287,337$6,511iApproximate average salary by contribution assumption: employee only about $162,787 at 4% or $108,525 at 6%; with 50% employer match about $108,525 at 4% or $72,350 at 6%; with 100% employer match about $81,394 at 4% or $54,262 at 6%.
Wescom Credit Union 401K Retirement Plan-668$21,357,799$4,278,886$6,406iApproximate average salary by contribution assumption: employee only about $160,138 at 4% or $106,759 at 6%; with 50% employer match about $106,759 at 4% or $71,172 at 6%; with 100% employer match about $80,069 at 4% or $53,379 at 6%.
Wescom Credit Union Defined Benefit Pension PlanCurrent297$12,195,485$1,008,451$3,395iApproximate average salary by contribution assumption: employee only about $84,886 at 4% or $56,591 at 6%; with 50% employer match about $56,591 at 4% or $37,727 at 6%; with 100% employer match about $42,443 at 4% or $28,295 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-743---
Wescom Credit Union Dental Insurance Plan-812---
Wescom Credit Union Ltd-782---
20045716$27,991,736$4,513,864$6,304iApproximate average salary by contribution assumption: employee only about $157,607 at 4% or $105,071 at 6%; with 50% employer match about $105,071 at 4% or $70,048 at 6%; with 100% employer match about $78,803 at 4% or $52,536 at 6%.
Wescom Credit Union 401K Retirement Plan-716$16,959,844$3,597,411$5,024iApproximate average salary by contribution assumption: employee only about $125,608 at 4% or $83,739 at 6%; with 50% employer match about $83,739 at 4% or $55,826 at 6%; with 100% employer match about $62,804 at 4% or $41,869 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-332$11,031,892$916,453$2,760iApproximate average salary by contribution assumption: employee only about $69,010 at 4% or $46,007 at 6%; with 50% employer match about $46,007 at 4% or $30,671 at 6%; with 100% employer match about $34,505 at 4% or $23,003 at 6%.
Wescom Credit Union Dental Insurance Plan-633---
Wescom Credit Union Lite Ad&D Medical Plan-632---
Wescom Credit Union Ltd-604---
20035716$22,691,858$3,241,026$4,527iApproximate average salary by contribution assumption: employee only about $113,164 at 4% or $75,443 at 6%; with 50% employer match about $75,443 at 4% or $50,295 at 6%; with 100% employer match about $56,582 at 4% or $37,721 at 6%.
Wescom Credit Union 401K Retirement Plan-716$12,986,844$2,566,567$3,585iApproximate average salary by contribution assumption: employee only about $89,615 at 4% or $59,743 at 6%; with 50% employer match about $59,743 at 4% or $39,829 at 6%; with 100% employer match about $44,807 at 4% or $29,872 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-446$9,705,014$674,459$1,512iApproximate average salary by contribution assumption: employee only about $37,806 at 4% or $25,204 at 6%; with 50% employer match about $25,204 at 4% or $16,803 at 6%; with 100% employer match about $18,903 at 4% or $12,602 at 6%.
Wescom Credit Union Dental Insurance Plan-623---
Wescom Credit Union Lite Ad&D Medical Plan-623---
Wescom Credit Union Ltd-557---
20025606$16,660,853$2,098,109$3,462iApproximate average salary by contribution assumption: employee only about $86,556 at 4% or $57,704 at 6%; with 50% employer match about $57,704 at 4% or $38,469 at 6%; with 100% employer match about $43,278 at 4% or $28,852 at 6%.
Wescom Credit Union 401K Retirement Plan-606$8,849,373$1,832,459$3,024iApproximate average salary by contribution assumption: employee only about $75,596 at 4% or $50,398 at 6%; with 50% employer match about $50,398 at 4% or $33,598 at 6%; with 100% employer match about $37,798 at 4% or $25,199 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-456$7,811,480$265,650$583iApproximate average salary by contribution assumption: employee only about $14,564 at 4% or $9,709 at 6%; with 50% employer match about $9,709 at 4% or $6,473 at 6%; with 100% employer match about $7,282 at 4% or $4,855 at 6%.
Wescom Credit Union Dental Insurance Plan-508---
Wescom Credit Union Lite Ad&D Medical Plan-593---
Wescom Credit Union Ltd-491---
20015556$18,137,414$1,696,069$3,050iApproximate average salary by contribution assumption: employee only about $76,262 at 4% or $50,841 at 6%; with 50% employer match about $50,841 at 4% or $33,894 at 6%; with 100% employer match about $38,131 at 4% or $25,421 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-556$9,408,123$124,716$224iApproximate average salary by contribution assumption: employee only about $5,608 at 4% or $3,738 at 6%; with 50% employer match about $3,738 at 4% or $2,492 at 6%; with 100% employer match about $2,804 at 4% or $1,869 at 6%.
Wescom Credit Union 401K Retirement Plan-456$8,729,291$1,571,353$3,446iApproximate average salary by contribution assumption: employee only about $86,149 at 4% or $57,432 at 6%; with 50% employer match about $57,432 at 4% or $38,288 at 6%; with 100% employer match about $43,074 at 4% or $28,716 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-540---
Wescom Credit Union Dental Insurance Plan-488---
Wescom Credit Union Ltd-444---
20006536$8,044,495$1,479,955$2,761iApproximate average salary by contribution assumption: employee only about $69,028 at 4% or $46,019 at 6%; with 50% employer match about $46,019 at 4% or $30,679 at 6%; with 100% employer match about $34,514 at 4% or $23,009 at 6%.
Wescom Credit Union 401K Retirement Plan-475$8,044,495$1,479,955$3,116iApproximate average salary by contribution assumption: employee only about $77,892 at 4% or $51,928 at 6%; with 50% employer match about $51,928 at 4% or $34,619 at 6%; with 100% employer match about $38,946 at 4% or $25,964 at 6%.
Wescom Credit Union Dental Insurance Plan-503---
Wescom Credit Union Lite Ad&D Medical Plan-536---
Wescom Credit Union Ltd-430---
BUSINESS COUNCIL CREDIT UNION PROFIT SHARING PLAN-0---
Wescom Credit Union Defined Benefit Pension Plan-516---
19995506$19,948,346$985,728$1,948iApproximate average salary by contribution assumption: employee only about $48,702 at 4% or $32,468 at 6%; with 50% employer match about $32,468 at 4% or $21,645 at 6%; with 100% employer match about $24,351 at 4% or $16,234 at 6%.
Wescom Credit Union Defined Benefit Pension Plan-454$12,062,617--
Wescom Credit Union 401K Retirement Plan-468$7,885,729$985,728$2,106iApproximate average salary by contribution assumption: employee only about $52,656 at 4% or $35,104 at 6%; with 50% employer match about $35,104 at 4% or $23,403 at 6%; with 100% employer match about $26,328 at 4% or $17,552 at 6%.
Wescom Credit Union Lite Ad&D Medical Plan-506---
Wescom Credit Union Dental Insurance Plan-400---
Wescom Credit Union Ltd-387---
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037347324276
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347324020003
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12
Row 2
Filing Id
84037347324276
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347324020003

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037347324276
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
5020376347324020003
Provider 01 Name
SMITH BARNEY CORPORATE TRUST CO.
Provider 01 EIN
13-3124172
Provider 01 Position
CORPORATE TRUSTEE
Provider 01 Relation
TRUSTEE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$102,407
Provider 01 Srvc Code
26

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037347324276
Schedule C EIN
95-1288265
Schedule C Plan number
001
Schedule C Plan Year Begin Date
2005-01-01
Schedule C Tax Period
20051231
Provider Total Comp Paid Amount
$0

Schedule D

Row 1
Filing Id
84037347324276
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347324020004
Row 2
Filing Id
84037347324276
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347324020004
DFE P1 Entity 01 Name
CAPITAL PRESERVATION FUND
DFE P1 Spons 01 Name
SMITH BARNEY
DFE P1 Plan 01 EIN Plan number
831795505000
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$1,119,739
Row 3
Filing Id
84037347324276
Schedule D EIN
95-1288265
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2005-01-01
Schedule D Tax Period
20051231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$12,195,485$1,163,593 change

Balance Sheet

Beginning and end of plan year.

Total assets$11,031,892$12,195,485Increase +$1,163,593 (10.55%)
Total liabilities$0$0No change $0
Net assets$11,031,892$12,195,485Increase +$1,163,593 (10.55%)

Contributions

Employer contributions$1,008,451
Participant contributions$0
Other contributions$0
Total contributions$1,008,451

Income & Investment Result

Total income$1,864,322
Interest$30,472
Dividends$223,584
Net income$1,163,593

Expenses & Fees

Benefits paid$575,003
Investment management$102,407
Administrative expenses$125,726
Total expenses$700,729

Accountant

FirmMCGLADREY & PULLEN, LLP
Firm EIN42-0714325

Compliance

Fidelity bondYes
Fidelity bond amount$10,000,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $11,031,892Total assets at end of year: $12,195,485Total liabilities at end of year: $0Net income or loss: $1,163,593
Filing Id
84037347324276
Schedule H EIN
95-1288265
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2005-01-01
Schedule H Tax Period
20051231
Non Interest Bear Cash Beginning of year Amount
$47,649
Employer Contribution Beginning of year Amount
$409,819
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$18,563
Interest Bear Cash Beginning of year Amount
$247,127
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$1,467,059
Pref Stock Beginning of year Amount
$501,626
Common Stock Beginning of year Amount
$7,165,552
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$1,174,497
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$11,031,892
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$11,031,892
Non Interest Bear Cash End of year Amount
$74,319
Employer Contribution End of year Amount
$279,919
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$19,990
Interest Bear Cash End of year Amount
$298,244
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$1,591,988
Pref Stock End of year Amount
$358,714
Common Stock End of year Amount
$8,452,572
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$1,119,739
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$12,195,485
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$12,195,485
Employer contributions
$1,008,451
Participant contributions
$0
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$1,008,451
Interest Bear Cash Amount
$9,020
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$21,452
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$30,472
Divnd Pref Stock Amount
$20,378
Divnd Common Stock Amount
$203,206
Total dividend income
$223,584
Total Rents Amount
$0
Aggregate Proceeds Amount
$7,786,840
Aggregate Costs Amount
$7,675,637
Net gain or loss on sale of assets
$111,203
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$425,873
Net unrealized appreciation or depreciation
$425,873
Gain Loss Com Trust Amount
$40,937
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$23,802
Total income
$1,864,322
Participant distributions
$575,003
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$575,003
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$102,407
Other Admin Fees Amount
$23,319
Total administrative expenses
$125,726
Total expenses
$700,729
Net income or loss
$1,163,593
Total Transfers To Amount
$659
Transfers from other plans
$-659
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
MCGLADREY & PULLEN, LLP
Accountant firm EIN
42-0714325
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$10,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN95-1079000

Transfers

Distributed property value$0
Schedule R source fields
Payor 95-1079000
Filing Id
84037347324276
Schedule R EIN
95-1288265
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
95-1079000
Pension Bnft Distribution Sngl Sum Count
5
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3
Pension Amdmt Incr Valuation Bnft Indicator
3
Pension Satisfy Cover Basis Code
1