2023 Form 5500 filing — Pittsford Federal Credit Union 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712144918NAL0011379395001) for Pittsford Federal Credit Union 401(K) Plan, reported by Pittsford Federal Credit Union under EIN 23-7059570 and plan number 011. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.8MReported net assets$16,753,553
Participants59
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240712144918NAL0011379395001
Plan sponsor
Pittsford Federal Credit Union
EIN
23-7059570
Plan number
011
Location
Mendon, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$759.2K
Benefits paid / distributions$726.9K
Contributions
Employer$291.1K
Participant$530.9K
Full reported line items
Total assets (EOY)
$16,753,553
Total liabilities (EOY)
$0
Net assets (EOY)
$16,753,553
Employer contributions
$291,146
Participant contributions
$530,860
Total income / additions
$3,383,101
Benefits paid
$726,858
Administrative expenses
$32,329
Total expenses
$759,187
Net increase / (decrease)
$2,623,914

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712144918NAL0011379395001 cover?
It is the 2023 Form 5500 filing for Pittsford Federal Credit Union 401(K) Plan, reported by Pittsford Federal Credit Union (EIN 23-7059570).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages