How many benefit plans does Point Breeze Credit Union report on Form 5500?

Point Breeze Credit Union (EIN 52-0447180) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Point Breeze Credit Union?

The Employer Identification Number (EIN) reported for Point Breeze Credit Union is 52-0447180.

What is the latest Form 5500 filing year for Point Breeze Credit Union?

The latest loaded Form 5500 filing year for Point Breeze Credit Union is 2023.

Point Breeze Credit Union — 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, Point Breeze Credit Union (EIN 52-0447180) is a plan sponsor located in Hunt Valley, MD 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: 52-0447180
Location: Hunt Valley, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,544,980
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $15,544,980

Contributions & income

Employer contributions: $812,586
Participant contributions: $545,567
Total income / additions: $3,426,230

Expenses & distributions

Benefits paid / distributions: $1,916,059
Total expenses: $1,927,837
Net increase / (decrease): $1,498,393

Coverage

Total reported participants: 270
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

Point Breeze Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Point Breeze Credit Union Retirement Savings Plan	002	141	$15,544,980	2023
Point Breeze Credit Union Welfare Benefit Plan	502	129	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Point Breeze Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Point Breeze Credit Union Retirement Savings Plan	141	H, C	20241004084520NAL0006515331001
2023	Point Breeze Credit Union Welfare Benefit Plan	129	—	20250509150945NAL0020182832001