2023 Form 5500 filing — Philadelphia Federal Credit Union Capital Accumulation 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 20241010121643NAL0034012400001) for Philadelphia Federal Credit Union Capital Accumulation Plan, reported by Philadelphia Federal Credit Union under EIN 23-1502500 and plan number 033. It reports 312 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)$43.8MReported net assets$43,787,731
Participants312
Provider compensation$130.7K2 Schedule C row(s)$130,726
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010121643NAL0034012400001
- Plan sponsor
- Philadelphia Federal Credit Union
- EIN
- 23-1502500
- Plan number
- 033
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
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)$43.8M total assets
Net assets$43.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,787,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,787,731
- Employer contributions
- $1,385,164
- Participant contributions
- $1,252,422
- Total income / additions
- $8,563,536
- Benefits paid
- $1,079,222
- Administrative expenses
- $130,726
- Total expenses
- $1,209,948
- Net increase / (decrease)
- $7,353,588
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $124,771 | $0 |
| Board Of Trustees Of Retirement Pro | NONE | $5,955 | not reported in the loaded dataset |