2023 Form 5500 filing — The Retirement Plan Of Power Financial 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 20250415163706NAL0003577985001) for The Retirement Plan Of Power Financial Credit Union, reported by Power Financial Credit Union under EIN 59-0690962 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415163706NAL0003577985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Power Financial Credit Union
- EIN
- 59-0690962
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,797,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,797,629
- Total income / additions
- $2,364,854
- Benefits paid
- $666,285
- Administrative expenses
- $119,690
- Total expenses
- $785,975
- Net increase / (decrease)
- $1,578,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Trust Company | TRUSTEE | $105,482 | not reported in the loaded dataset |