Plan5500

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Potlatch No 1 Financial 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, Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Potlatch No 1 Financial Credit Union under EIN 82-0201645 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $73,010,711 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Potlatch No 1 Financial Credit Union
EIN
82-0201645
Plan number
001
Plan type
2
Location
Lewiston, ID
Latest filing year
2023
Participants
431
End-of-year plan assets
$73,010,711

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023431H, C20250707225620NAL0003550785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,010,711
Total liabilities (EOY)
$0
Net assets (EOY)
$73,010,711
Net assets (BOY)
$60,304,795

Income & contributions

Total contributions
$0
Total income / additions
$13,744,854

Expenses & distributions

Benefits paid
$978,034
Administrative expenses
$60,904
Total expenses
$1,038,938
Net increase / (decrease)
$12,705,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Members Capital Advisors IncNONE$60,904not reported in the loaded dataset2023

Related Form 5500 pages