Pioneer Federal Credit Union 401(K) Plan & Trust — Form 5500 plan (Pioneer 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, Pioneer Federal Credit Union 401(K) Plan & Trust is a benefit plan reported by Pioneer Federal Credit Union under EIN 82-0230214 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $12,121,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Federal Credit Union
- EIN
- 82-0230214
- Plan number
- 002
- Plan type
- 2
- Location
- Mountain Home, ID
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $12,121,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241015133023NAL0014723251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,121,576
- Total liabilities (EOY)
- $707
- Net assets (EOY)
- $12,120,869
- Net assets (BOY)
- $10,780,194
Income & contributions
- Employer contributions
- $519,865
- Participant contributions
- $780,229
- Total contributions
- $1,309,211
- Total income / additions
- $3,026,707
Expenses & distributions
- Benefits paid
- $1,627,541
- Administrative expenses
- $58,491
- Total expenses
- $1,686,032
- Net increase / (decrease)
- $1,340,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $58,157 | $0 | 2023 |
| Massachusetts Mutual Life Ins Co | BROKER/ADVISOR | $0 | $5,629 | 2023 |
| Pinnacle Pension Services | THIRD PARTY ADMIN | $0 | $5,526 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Mountain Home, ID
- Empower Annuity Ins Co Of America — Schedule C compensation
- Massachusetts Mutual Life Ins Co — Schedule C compensation
- Pinnacle Pension Services — Schedule C compensation