Polish National Credit Union 401(K) Retirement Plan And Trust — Form 5500 plan (Polish National Credit Union)
Plain-English plan 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, Polish National Credit Union 401(K) Retirement Plan And Trust is a benefit plan reported by Polish National Credit Union under EIN 04-1734980 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $17,274,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polish National Credit Union
- EIN
- 04-1734980
- Plan number
- 001
- Plan type
- 2
- Location
- Chicopee, MA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $17,274,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20240807065929NAL0003309745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,274,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,274,009
- Net assets (BOY)
- $15,061,787
Income & contributions
- Employer contributions
- $1,060,596
- Participant contributions
- $661,456
- Total contributions
- $2,292,747
- Total income / additions
- $4,371,105
Expenses & distributions
- Benefits paid
- $2,138,266
- Administrative expenses
- $20,617
- Total expenses
- $2,158,883
- Net increase / (decrease)
- $2,212,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $20,617 | $0 | 2023 |