Patelco Credit Union Employees 401(K) Plan — Form 5500 plan (Patelco 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, Patelco Credit Union Employees 401(K) Plan is a benefit plan reported by Patelco Credit Union under EIN 94-0755684 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,463 participants and $107,174,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patelco Credit Union
EIN
94-0755684
Plan number
003
Plan type
2
Location
Dublin, CA
Latest filing year
2023
Participants
1,463
End-of-year plan assets
$107,174,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,463H, C20241010175013NAL0020645953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,174,755
Total liabilities (EOY)
$0
Net assets (EOY)
$107,174,755
Net assets (BOY)
$87,501,791

Income & contributions

Employer contributions
$5,614,662
Participant contributions
$6,739,246
Total contributions
$12,660,968
Total income / additions
$27,303,193

Expenses & distributions

Benefits paid
$7,307,835
Administrative expenses
$318,628
Total expenses
$7,630,229
Net increase / (decrease)
$19,672,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$233,506$02023
Members Capital Advisors, Inc.NONE$85,122not reported in the loaded dataset2023

Related Form 5500 pages