2023 Form 5500 filing — Patelco Credit Union Employees 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 20241010175013NAL0020645953001) for Patelco Credit Union Employees 401(K) Plan, reported by Patelco Credit Union under EIN 94-0755684 and plan number 003. It reports 1,463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010175013NAL0020645953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patelco Credit Union
- EIN
- 94-0755684
- Plan number
- 003
- Location
- Dublin, CA
- Participants
- 1,463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,174,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,174,755
- Employer contributions
- $5,614,662
- Participant contributions
- $6,739,246
- Total income / additions
- $27,303,193
- Benefits paid
- $7,307,835
- Administrative expenses
- $318,628
- Total expenses
- $7,630,229
- Net increase / (decrease)
- $19,672,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $233,506 | $0 |
| Members Capital Advisors, Inc. | NONE | $85,122 | not reported in the loaded dataset |