Meriwest Credit Union

California
Registered In
01/19/1999
Incorp. Date

Company Summary

Meriwest Credit Union at 5615 Chesbro Ave, San Jose, Ca 95123 lists Lisa Pesta and Brian Hennessey of San Jose, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Mutual Benefit - Credit Union
Status
Active
Registration Type
Domestic
Find Social Profiles
Search Other Resources

People

Brian Hennessey Individual Agent
5615 CHESBRO AVE, SAN JOSE, CA 95123
Lisa Pesta CEO
5615 CHESBRO AVE, SAN JOSE, CA 95123
Brian Hennessey Chief Financial Officer
5615 CHESBRO AVE, SAN JOSE, CA 95123
Lauren Burch Secretary
5615 CHESBRO AVE, SAN JOSE, CA 95123
Showing current associates only (4 of 9 total associates). Create a free account to see the full associate history

Map & Locations

5615 CHESBRO AVE, SAN JOSE, CA 95123 (Mailing) View Map

Financials

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.

Linked Companies

Related Business Names:
Meriwest Credit Union Registered in Arizona
Phoenix, AZ San Jose, CA View Report
Address Match:5615 Chesbro Ave San Jose, CA
Meriwest Mortgage Company, LLC Registered in Arizona
San Jose, CA Tucson, AZ View Report
Meriwest Mortgage Company, LLC Registered in California
San Jose, CA View Report
Meriwest Wealth Advisors, LLC Registered in California
San Jose, CA View Report
Meriwest Mortgage Corporation Registered in California
San Jose, CA View Report
Aap Automart, Inc. Registered in California
Morgan Hill, CA San Jose, CA View Report
Corporate America Lending, Inc. Registered in California
San Jose, CA View Report
Forge Insurance Service, Inc. Registered in California
San Jose, CA View Report
Golden Bay Financial Services Inc. Registered in California
San Jose, CA View Report
Street Match:Chesbro Ave San Jose, CA
Eureka Construction Group Inc Registered in California
San Jose, CA View Report
Jms Real Estate and Travel Services LLC Registered in California
San Jose, CA View Report
Little Go Getters Daycare LLC Registered in California
San Jose, CA View Report
Lt and Me Car Rental LLC Registered in California
San Jose, CA View Report
Miles Rch Registered in California
San Jose, CA View Report
Plaadesign LLC Registered in California
San Jose, CA View Report
Americana Air Cargo, Inc. Registered in California
San Jose, CA View Report
Blackhawk Content LLC Registered in California
San Jose, CA View Report
San Jose, CA View Report
Operation India International Registered in California
San Jose, CA View Report
Pillar of Fire Church Registered in California
San Jose, CA View Report
Southbay Sky Volleyball Club, LLC Registered in California
San Jose, CA View Report
Blackhawk Baseball LLC Registered in California
San Jose, CA Santa Clara, CA View Report
Americana Cargo, Inc. Registered in California
Glendale, CA San Jose, CA (2 more) View Report
Cherry Blossom Arf Inc Registered in California
San Jose, CA View Report
The Hollister Railroad Company Registered in California
San Jose, CA View Report
Wholesome Bakes LLC Registered in California
San Jose, CA View Report
San Jose, CA View Report
Young Ping Property Investments, LLC Registered in California
Oakland, CA San Jose, CA (1 more) View Report

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • Internal Revenue Service
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States