2023 Form 5500 filing — Pentagon Federal Credit Union Thrift/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 20241015114924NAL0016267795001) for Pentagon Federal Credit Union Thrift/Savings Plan, reported by Pentagon Federal Credit Union under EIN 53-0197038 and plan number 002. It reports 5,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114924NAL0016267795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pentagon Federal Credit Union
- EIN
- 53-0197038
- Plan number
- 002
- Location
- Mclean, VA
- Participants
- 5,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $349,541,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $349,541,999
- Employer contributions
- $9,528,169
- Participant contributions
- $20,422,139
- Total income / additions
- $82,862,855
- Benefits paid
- $25,771,876
- Administrative expenses
- $440,836
- Total expenses
- $26,213,275
- Net increase / (decrease)
- $56,649,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $331,036 | $0 |
| Vanguard Advisers Inc. | NONE | $117,553 | not reported in the loaded dataset |