2023 Form 5500 filing — Patriot 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 20241011121919NAL0038681376001) for Patriot Federal Credit Union Capital Accumulation Plan, reported by Patriot Federal Credit Union under EIN 25-1150379 and plan number 003. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121919NAL0038681376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patriot Federal Credit Union
- EIN
- 25-1150379
- Plan number
- 003
- Location
- Chambersburg, PA
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,578,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,578,338
- Employer contributions
- $988,399
- Participant contributions
- $822,499
- Total income / additions
- $3,838,301
- Benefits paid
- $1,597,971
- Administrative expenses
- $6,254
- Total expenses
- $1,604,225
- Net increase / (decrease)
- $2,234,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services LLC | INVESTMENT ADVISORY | $0 | $31,974 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,281 | $0 |