Pacific Service Credit Union 401(K) Plan — Form 5500 plan (Pacific Service 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, Pacific Service Credit Union 401(K) Plan is a benefit plan reported by Pacific Service Credit Union under EIN 94-6061277 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $31,706,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Service Credit Union
- EIN
- 94-6061277
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $31,706,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241004192459NAL0011888913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,706,179
- Net assets (EOY)
- $31,706,179
- Net assets (BOY)
- $27,175,641
Income & contributions
- Employer contributions
- $942,206
- Participant contributions
- $1,279,024
- Total contributions
- $2,884,541
- Total income / additions
- $7,372,345
Expenses & distributions
- Benefits paid
- $2,815,814
- Administrative expenses
- $25,993
- Total expenses
- $2,841,807
- Net increase / (decrease)
- $4,530,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Destination Wealth Management | NONE | $22,794 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $2,866 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Service Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Destination Wealth Management — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation