Polish & Slavic Federal Credit Union 401(K) Plan — Form 5500 plan (Polish & Slavic Federal 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 & Slavic Federal Credit Union 401(K) Plan is a benefit plan reported by Polish & Slavic Federal Credit Union under EIN 11-2433592 and plan number 002. The latest loaded filing year is 2023. The filing reports 423 participants and $23,515,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polish & Slavic Federal Credit Union
- EIN
- 11-2433592
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, NJ
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $23,515,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20241009103814NAL0019027281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,515,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,515,242
- Net assets (BOY)
- $20,436,776
Income & contributions
- Employer contributions
- $879,137
- Participant contributions
- $1,322,643
- Total contributions
- $2,252,497
- Total income / additions
- $4,892,799
Expenses & distributions
- Benefits paid
- $1,702,790
- Administrative expenses
- $111,543
- Total expenses
- $1,814,333
- Net increase / (decrease)
- $3,078,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,542 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | INVESTMENT ADVISORY | $0 | $52,401 | 2023 |