The Retirement Plan For Employees Of Pentagon Federal Credit Union — Form 5500 plan (Pentagon 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, The Retirement Plan For Employees Of Pentagon Federal Credit Union is a benefit plan reported by Pentagon Federal Credit Union under EIN 53-0197038 and plan number 001. The latest loaded filing year is 2023. The filing reports 656 participants and $87,869,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentagon Federal Credit Union
- EIN
- 53-0197038
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 656
- End-of-year plan assets
- $87,869,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 656 | H, C | 20241015123026NAL0056136898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,869,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,869,525
- Net assets (BOY)
- $97,706,926
Income & contributions
- Total contributions
- $0
- Total income / additions
- $7,264,490
Expenses & distributions
- Benefits paid
- $16,952,377
- Administrative expenses
- $149,514
- Total expenses
- $17,101,891
- Net increase / (decrease)
- -$9,837,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington | TRUSTEE, INVESTMENT MGR | $699,515 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $116,835 | not reported in the loaded dataset | 2023 |
| Wilmington Trust Company | TRUSTEE | $32,679 | not reported in the loaded dataset | 2023 |