Point Breeze Credit Union Retirement Savings Plan — Form 5500 plan (Point Breeze 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, Point Breeze Credit Union Retirement Savings Plan is a benefit plan reported by Point Breeze Credit Union under EIN 52-0447180 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $15,544,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Point Breeze Credit Union
- EIN
- 52-0447180
- Plan number
- 002
- Plan type
- 2
- Location
- Hunt Valley, MD
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $15,544,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241004084520NAL0006515331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,544,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,544,980
- Net assets (BOY)
- $14,046,587
Income & contributions
- Employer contributions
- $812,586
- Participant contributions
- $545,567
- Total contributions
- $1,358,153
- Total income / additions
- $3,426,230
Expenses & distributions
- Benefits paid
- $1,916,059
- Administrative expenses
- $11,778
- Total expenses
- $1,927,837
- Net increase / (decrease)
- $1,498,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $22,271 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $14,045 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,833 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,796 | not reported in the loaded dataset | 2023 |
| Benchmark Retirement Plan Services | CONTRACT ADMIN | $7,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Point Breeze Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hunt Valley, MD
- Commonwealth Equity Services LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Benchmark Retirement Plan Services — Schedule C compensation