2023 Form 5500 filing — P1fcu 401(K) Plan And Trust
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 20241015175516NAL0030555457001) for P1fcu 401(K) Plan And Trust, reported by Potlach No. 1 Financial Credit Union under EIN 82-0201645 and plan number 002. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175516NAL0030555457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Potlach No. 1 Financial Credit Union
- EIN
- 82-0201645
- Plan number
- 002
- Location
- Lewiston, ID
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,721,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,721,470
- Employer contributions
- $1,212,445
- Participant contributions
- $2,249,390
- Total income / additions
- $7,235,446
- Benefits paid
- $1,615,655
- Administrative expenses
- $27,616
- Total expenses
- $1,649,074
- Net increase / (decrease)
- $5,586,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $25,008 | $0 |
| Minnesota Life Insurance Company | NONE | $2,610 | $0 |