2023 Form 5500 filing — Point Breeze Credit Union Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004084520NAL0006515331001) for Point Breeze Credit Union Retirement Savings Plan, reported by Point Breeze Credit Union under EIN 52-0447180 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004084520NAL0006515331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Point Breeze Credit Union
- EIN
- 52-0447180
- Plan number
- 002
- Location
- Hunt Valley, MD
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,544,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,544,980
- Employer contributions
- $812,586
- Participant contributions
- $545,567
- Total income / additions
- $3,426,230
- Benefits paid
- $1,916,059
- Administrative expenses
- $11,778
- Total expenses
- $1,927,837
- Net increase / (decrease)
- $1,498,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $22,271 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $14,045 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,833 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,796 | not reported in the loaded dataset |
| Benchmark Retirement Plan Services | CONTRACT ADMIN | $7,010 | not reported in the loaded dataset |