Power Financial 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, Power Financial Credit Union (EIN 59-0690962) is a plan sponsor located in Pembroke Pines, FL with 4 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
59-0690962
Location
Pembroke Pines, FL
Loaded plans
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$36,110,450
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$36,110,450

Contributions & income

Employer contributions
$339,287
Participant contributions
$639,085
Total income / additions
$5,206,198

Expenses & distributions

Benefits paid / distributions
$1,944,665
Total expenses
$2,069,042
Net increase / (decrease)
$3,137,156

Coverage

Total reported participants
560
Plans with financial statements
2
Plans with provider compensation
2

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

Power Financial Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Retirement Plan Of Power Financial Credit Union001148$20,797,6292023
Power Financial Credit Union 401(K) Plan002173$15,312,8212023
Power Financial Credit Union Welfare Benefit Plan502133not reported in the loaded dataset2023
Power Financial Credit Union Medical Plan501106not reported in the loaded dataset2023

Search all 4 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Power Financial Credit Union
YearPlanParticipantsSchedulesFiling
2023Power Financial Credit Union 401(K) Plan173H, C20241010091857NAL0020742769001
2023Power Financial Credit Union Welfare Benefit Plan13320250411111210NAL0026085009001
2023Power Financial Credit Union Medical Plan10620250411111333NAL0026085553001
2023The Retirement Plan Of Power Financial Credit Union148H, C20250415163706NAL0003577985001

Related Form 5500 pages