2023 Form 5500 filing — Partners 1st Federal Credit Union 401k 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 20241010101302NAL0039710162001) for Partners 1st Federal Credit Union 401k Retirement Savings Plan, reported by Partners 1st Federal Credit Union under EIN 35-1079936 and plan number 002. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101302NAL0039710162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Partners 1st Federal Credit Union
- EIN
- 35-1079936
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,604,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,604,054
- Employer contributions
- $979,846
- Participant contributions
- $688,062
- Total income / additions
- $3,948,085
- Benefits paid
- $2,190,517
- Administrative expenses
- $47,095
- Total expenses
- $2,237,612
- Net increase / (decrease)
- $1,710,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $47,095 | $0 |
| Sym Financial Advisors | FINANCIAL ADVISOR | $46,783 | not reported in the loaded dataset |