Pima Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Pima 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, Pima Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Pima Federal Credit Union under EIN 86-0124950 and plan number 003. The latest loaded filing year is 2023. The filing reports 148 participants and $6,803,681 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.8MPlan net assets, end of year$6,803,681
Participants148Covered participants reported
Assets / participant$46KComputed: assets ÷ participants$45,971 (computed)
Provider compensation$27.3K2 Schedule C provider row(s)$27,345
- Plan sponsor
- Pima Federal Credit Union
- EIN
- 86-0124950
- Plan number
- 003
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240903122230NAL0009197091001 |
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)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,803,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,803,681
- Net assets (BOY)
- $5,300,908
Income & contributions
- Employer contributions
- $224,856
- Participant contributions
- $697,885
- Total contributions
- $922,741
- Total income / additions
- $1,790,879
Expenses & distributions
- Benefits paid
- $257,666
- Administrative expenses
- $27,345
- Total expenses
- $288,106
- Net increase / (decrease)
- $1,502,773
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.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets, LLC | NONE | $15,273 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants, Inc | NONE | $12,072 | not reported in the loaded dataset | 2023 |