Preferred Credit, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Preferred Credit, Inc (EIN 41-1643940) is a plan sponsor located in Saint Cloud, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1643940
Location
Saint Cloud, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,462,674
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,462,674

Contributions & income

Employer contributions
$734,082
Participant contributions
$1,332,999
Total income / additions
$4,973,858

Expenses & distributions

Benefits paid / distributions
$1,021,557
Total expenses
$1,055,045
Net increase / (decrease)
$3,918,813

Coverage

Total reported participants
502
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Preferred Credit, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Preferred Credit Inc. Retirement Savings Plan001292$17,462,6742023
Preferred Credit, Inc - Health And Welfare Plan 505505210not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Preferred Credit, Inc
YearPlanParticipantsSchedulesFiling
2023Preferred Credit, Inc - Health And Welfare Plan 50521020240710131033NAL0022867568001
2023Preferred Credit Inc. Retirement Savings Plan292H, C20241010101648NAL0011367107001

Related Form 5500 pages