2023 Form 5500 filing — Pfcu 401(K) Savings 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 20241002070143NAL0007978913001) for Pfcu 401(K) Savings Plan, reported by Pfcu under EIN 38-1379433 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18MReported net assets$18,049,964
Participants208
Provider compensation$48.9K1 Schedule C row(s)$48,852
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002070143NAL0007978913001
Plan sponsor
Pfcu
EIN
38-1379433
Plan number
001
Location
Portland, MI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$18M total assets
Net assets$18MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$1M
Participant$813.3K
Full reported line items
Total assets (EOY)
$18,049,964
Total liabilities (EOY)
$0
Net assets (EOY)
$18,049,964
Employer contributions
$1,007,729
Participant contributions
$813,348
Total income / additions
$4,115,671
Benefits paid
$1,568,202
Administrative expenses
$51,550
Total expenses
$1,619,752
Net increase / (decrease)
$2,495,919
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $48.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002070143NAL0007978913001 cover?
It is the 2023 Form 5500 filing for Pfcu 401(K) Savings Plan, reported by Pfcu (EIN 38-1379433).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages