Philadelphia Federal Credit Union Capital Accumulation Plan — Form 5500 plan (Philadelphia 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, Philadelphia Federal Credit Union Capital Accumulation Plan is a benefit plan reported by Philadelphia Federal Credit Union under EIN 23-1502500 and plan number 033. The latest loaded filing year is 2023. The filing reports 312 participants and $43,787,731 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43.8MPlan net assets, end of year$43,787,731
Participants312Covered participants reported
Assets / participant$140.3KComputed: assets ÷ participants$140,345 (computed)
Provider compensation$130.7K2 Schedule C provider row(s)$130,726
- Plan sponsor
- Philadelphia Federal Credit Union
- EIN
- 23-1502500
- Plan number
- 033
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20241010121643NAL0034012400001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$43.8M total assets
Net assets$43.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,787,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,787,731
- Net assets (BOY)
- $36,434,143
Income & contributions
- Employer contributions
- $1,385,164
- Participant contributions
- $1,252,422
- Total contributions
- $2,637,586
- Total income / additions
- $8,563,536
Expenses & distributions
- Benefits paid
- $1,079,222
- Administrative expenses
- $130,726
- Total expenses
- $1,209,948
- Net increase / (decrease)
- $7,353,588
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
53%47%
Employer 53%Participant 47%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $124,771 | $0 | 2023 |
| Board Of Trustees Of Retirement Pro | NONE | $5,955 | not reported in the loaded dataset | 2023 |