2023 Form 5500 filing — Pen Air Credit Union 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 20241014161742NAL0045272144001) for Pen Air Credit Union 401(K) Plan, reported by Pen Air Credit Union under EIN 59-0642991 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161742NAL0045272144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pen Air Credit Union
- EIN
- 59-0642991
- Plan number
- 001
- Location
- Pensacola, FL
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,985,899
- Total liabilities (EOY)
- $9,380
- Net assets (EOY)
- $32,976,519
- Employer contributions
- $1,172,338
- Participant contributions
- $1,564,762
- Total income / additions
- $7,647,725
- Benefits paid
- $2,555,182
- Administrative expenses
- $154,774
- Total expenses
- $2,709,956
- Net increase / (decrease)
- $4,937,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Pension Center Of Florida Inc | TPA | $4,289 | not reported in the loaded dataset |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $0 | not reported in the loaded dataset |