2023 Form 5500 filing — Polish National Credit Union 401(K) Retirement Plan And Trust
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 20240807065929NAL0003309745001) for Polish National Credit Union 401(K) Retirement Plan And Trust, reported by Polish National Credit Union under EIN 04-1734980 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807065929NAL0003309745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Polish National Credit Union
- EIN
- 04-1734980
- Plan number
- 001
- Location
- Chicopee, MA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,274,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,274,009
- Employer contributions
- $1,060,596
- Participant contributions
- $661,456
- Total income / additions
- $4,371,105
- Benefits paid
- $2,138,266
- Administrative expenses
- $20,617
- Total expenses
- $2,158,883
- Net increase / (decrease)
- $2,212,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $20,617 | $0 |