2023 Form 5500 filing — Provident Credit Union Retirement 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 20241008161432NAL0017019409001) for Provident Credit Union Retirement Plan, reported by Provident Credit Union under EIN 94-1482957 and plan number 003. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161432NAL0017019409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Provident Credit Union
- EIN
- 94-1482957
- Plan number
- 003
- Location
- Redwood Shores, CA
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,874,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,874,393
- Employer contributions
- $1,384,599
- Participant contributions
- $2,655,477
- Total income / additions
- $12,822,740
- Benefits paid
- $5,956,807
- Administrative expenses
- $69,758
- Total expenses
- $6,028,027
- Net increase / (decrease)
- $6,794,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,580 | $0 |
| Abd Retirement Services, Inc. | INVESTMENT ADVISOR | $25,265 | not reported in the loaded dataset |