Potlach No. 1 Financial Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Potlach No. 1 Financial Credit Union (EIN 82-0201645) is a plan sponsor located in Lewiston, ID with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
82-0201645
Location
Lewiston, ID
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$96,732,181
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$96,732,181

Contributions & income

Employer contributions
$1,212,445
Participant contributions
$2,249,390
Total income / additions
$20,980,300

Expenses & distributions

Benefits paid / distributions
$2,593,689
Total expenses
$2,688,012
Net increase / (decrease)
$18,292,288

Coverage

Total reported participants
986
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Potlach No. 1 Financial Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan And Trust001431$73,010,7112023
P1fcu 401(K) Plan And Trust002455$23,721,4702023
Potlatch No. 1 Financial Credit Union Employe Benefits Plan504100not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Potlach No. 1 Financial Credit Union
YearPlanParticipantsSchedulesFiling
2023Potlatch No. 1 Financial Credit Union Employe Benefits Plan10020241003090146NAL0005604419001
2023P1fcu 401(K) Plan And Trust455H, C20241015175516NAL0030555457001
2023Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan And Trust431H, C20250707225620NAL0003550785001

Related Form 5500 pages