Meriwest Credit Union

Arizona
Registered In
01/27/1999
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Meriwest Credit Union at 8825 N 23rd Ave STE 100, Phoenix, Az 85021 lists Julie Kirsch and Brian Hennessey of San Jose, CA as associates.

Registered In
Arizona
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Nonprofit Corporation
Status
Active
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Corporation Service Company Registered Agent
8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
Julie Kirsch Chairman of the Board of Directors
5615 CHESBRO AVE, SAN JOSE, CA 95123
Brian Hennessey Officer
5615 CHESBRO AVE, SAN JOSE, CA 95123
Stanley Chapman Director
5615 CHESBRO AVE, SAN JOSE, CA 95123
Lisa Pesta COO (Chief Operating Officer)
5615 CHESBRO AVE, SAN JOSE, CA 95123
8825 N 23RD AVE STE 100, PHOENIX, AZ 85021 View Map
5615 CHESBRO AVE, SAN JOSE, CA 95123 View Map

Financial Information for Meriwest Credit Union

Form 5500

MERIWEST CREDIT UNION

5615 Chesbro Avenue, San Jose, Ca 95123 (408) 363-3293 EIN:94-1521987 Plan Admin:Melissa Cleborne
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY231 / 0 Assets BOY/EOY$0 / $0 2023 MERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN - Plan #501 231 / 0 $0 / $0
2022 Plan NameMERIWEST CREDIT UNION RETIREMENT PLAN Plan #001 Participants BOY/EOY403 / 407 Assets BOY/EOY$81,671,518 / $70,216,555 2022 MERIWEST CREDIT UNION RETIREMENT PLAN - Plan #001 403 / 407 $81,671,518 / $70,216,555
2022 Plan NameMERIWEST CREDIT UNION 401K PLAN Plan #002 Participants BOY/EOY325 / 337 Assets BOY/EOY$31,739,057 / $26,809,331 2022 MERIWEST CREDIT UNION 401K PLAN - Plan #002 325 / 337 $31,739,057 / $26,809,331
2022 Plan NameMERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY223 / 0 Assets BOY/EOY$0 / $0 2022 MERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN - Plan #501 223 / 0 $0 / $0
2021 Plan NameMERIWEST CREDIT UNION RETIREMENT PLAN Plan #001 Participants BOY/EOY406 / 403 Assets BOY/EOY$74,018,415 / $81,671,518 2021 MERIWEST CREDIT UNION RETIREMENT PLAN - Plan #001 406 / 403 $74,018,415 / $81,671,518
2021 Plan NameMERIWEST CREDIT UNION 401K PLAN Plan #002 Participants BOY/EOY331 / 325 Assets BOY/EOY$27,164,796 / $31,739,057 2021 MERIWEST CREDIT UNION 401K PLAN - Plan #002 331 / 325 $27,164,796 / $31,739,057
2021 Plan NameMERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY219 / 0 Assets BOY/EOY$0 / $0 2021 MERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN - Plan #501 219 / 0 $0 / $0
2020 Plan NameMERIWEST CREDIT UNION RETIREMENT PLAN Plan #001 Participants BOY/EOY380 / 406 Assets BOY/EOY$62,764,465 / $74,018,415 2020 MERIWEST CREDIT UNION RETIREMENT PLAN - Plan #001 380 / 406 $62,764,465 / $74,018,415
2020 Plan NameMERIWEST CREDIT UNION 401K PLAN Plan #002 Participants BOY/EOY329 / 324 Assets BOY/EOY$22,357,752 / $27,164,796 2020 MERIWEST CREDIT UNION 401K PLAN - Plan #002 329 / 324 $22,357,752 / $27,164,796
2020 Plan NameMERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY240 / 0 Assets BOY/EOY$0 / $0 2020 MERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN - Plan #501 240 / 0 $0 / $0
2019 Plan NameMERIWEST CREDIT UNION RETIREMENT PLAN Plan #001 Participants BOY/EOY369 / 380 Assets BOY/EOY$53,834,676 / $62,764,465 2019 MERIWEST CREDIT UNION RETIREMENT PLAN - Plan #001 369 / 380 $53,834,676 / $62,764,465
2019 Plan NameMERIWEST CREDIT UNION 401K PLAN Plan #002 Participants BOY/EOY311 / 323 Assets BOY/EOY$18,016,130 / $22,357,752 2019 MERIWEST CREDIT UNION 401K PLAN - Plan #002 311 / 323 $18,016,130 / $22,357,752
2019 Plan NameMERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN Plan #501 Participants BOY/EOY227 / 0 Assets BOY/EOY$0 / $0 2019 MERIWEST CREDIT UNION EMPLOYEE BENEFITS PLAN - Plan #501 227 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

CREDIT UNIONS IN THE STATE OF CALIFORNIA

5615 Chesbro Ave, San Jose, Ca 95123-3046 EIN:94-1521987 Deductibility:Contributions are not deductible Classification:Credit Union Type:Credit Unions
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps312 Contributions$0 Revenue$77,350,663 Expenses$68,332,025 Assets EOY$2,248,988,827 Liabilities$2,106,796,535 2022 312 $0 $77,350,663 $68,332,025 $2,248,988,827 $2,106,796,535
2021 # of Emps285 Contributions$0 Revenue$69,088,485 Expenses$59,548,796 Assets EOY$2,043,643,160 Liabilities$1,895,069,833 2021 285 $0 $69,088,485 $59,548,796 $2,043,643,160 $1,895,069,833
2020 # of Emps268 Contributions$0 Revenue$73,694,841 Expenses$64,721,810 Assets EOY$1,884,893,406 Liabilities$1,753,325,967 2020 268 $0 $73,694,841 $64,721,810 $1,884,893,406 $1,753,325,967
2019 # of Emps246 Contributions$0 Revenue$73,533,809 Expenses$59,409,330 Assets EOY$1,678,537,853 Liabilities$1,552,526,714 2019 246 $0 $73,533,809 $59,409,330 $1,678,537,853 $1,552,526,714
2018 # of Emps243 Contributions$0 Revenue$67,382,751 Expenses$55,095,745 Assets EOY$1,617,798,786 Liabilities$1,494,092,360 2018 243 $0 $67,382,751 $55,095,745 $1,617,798,786 $1,494,092,360
Tax Returns based on Form 990 & 990N.
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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor Internal Revenue Service
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