2023 Form 5500 filing — Peoples Alliance Federal Credit Union Defined Benefit 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 20241011111200NAL0021735041001) for Peoples Alliance Federal Credit Union Defined Benefit Plan, reported by Peoples Alliance Federal Credit Union under EIN 11-1644848 and plan number 001. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111200NAL0021735041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peoples Alliance Federal Credit Union
- EIN
- 11-1644848
- Plan number
- 001
- Location
- Hauppauge, NY
- Participants
- 105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,675,454
- Total liabilities (EOY)
- $39,804
- Net assets (EOY)
- $15,635,650
- Employer contributions
- $1,000,000
- Total income / additions
- $2,741,203
- Benefits paid
- $1,195,057
- Administrative expenses
- $141,282
- Total expenses
- $1,336,339
- Net increase / (decrease)
- $1,404,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $141,282 | not reported in the loaded dataset |