2023 Form 5500 filing — Pacific Service Credit Union 401(K) 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 20241004192459NAL0011888913001) for Pacific Service Credit Union 401(K) Plan, reported by Pacific Service Credit Union under EIN 94-6061277 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004192459NAL0011888913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Service Credit Union
- EIN
- 94-6061277
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,706,179
- Net assets (EOY)
- $31,706,179
- Employer contributions
- $942,206
- Participant contributions
- $1,279,024
- Total income / additions
- $7,372,345
- Benefits paid
- $2,815,814
- Administrative expenses
- $25,993
- Total expenses
- $2,841,807
- Net increase / (decrease)
- $4,530,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Destination Wealth Management | NONE | $22,794 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $2,866 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 |