2023 Form 5500 filing — Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit 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 20250707225620NAL0003550785001) for Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan And Trust, reported by Potlatch No 1 Financial Credit Union under EIN 82-0201645 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250707225620NAL0003550785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Potlatch No 1 Financial Credit Union
- EIN
- 82-0201645
- Plan number
- 001
- Location
- Lewiston, ID
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,010,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,010,711
- Total income / additions
- $13,744,854
- Benefits paid
- $978,034
- Administrative expenses
- $60,904
- Total expenses
- $1,038,938
- Net increase / (decrease)
- $12,705,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Members Capital Advisors Inc | NONE | $60,904 | not reported in the loaded dataset |