2023 Form 5500 filing — The Retirement Plan For Employees Of Pentagon Federal Credit Union
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 20241015123026NAL0056136898001) for The Retirement Plan For Employees Of Pentagon Federal Credit Union, reported by Pentagon Federal Credit Union under EIN 53-0197038 and plan number 001. It reports 656 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)$87.9MReported net assets$87,869,525
Participants656
Provider compensation$849K3 Schedule C row(s)$849,029
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015123026NAL0056136898001
- Plan sponsor
- Pentagon Federal Credit Union
- EIN
- 53-0197038
- Plan number
- 001
- Location
- Mclean, VA
- 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)$87.9M total assets
Net assets$87.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $87,869,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,869,525
- Total income / additions
- $7,264,490
- Benefits paid
- $16,952,377
- Administrative expenses
- $149,514
- Total expenses
- $17,101,891
- Net increase / (decrease)
- -$9,837,401
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington | TRUSTEE, INVESTMENT MGR | $699,515 | not reported in the loaded dataset |
| Cbiz | NONE | $116,835 | not reported in the loaded dataset |
| Wilmington Trust Company | TRUSTEE | $32,679 | not reported in the loaded dataset |