2023 Form 5500 filing — The Retirement Plan For Employees Of Pentagon Federal Credit Union
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 20241015123026NAL0056136898001) for The Retirement Plan For Employees Of Pentagon Federal Credit Union, reported by Pentagon Federal Credit Union under EIN 53-0197038 and plan number 001. It reports 656 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123026NAL0056136898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pentagon Federal Credit Union
- EIN
- 53-0197038
- Plan number
- 001
- Location
- Mclean, VA
- Participants
- 656
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,869,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,869,525
- Total income / additions
- $7,264,490
- Benefits paid
- $16,952,377
- Administrative expenses
- $149,514
- Total expenses
- $17,101,891
- Net increase / (decrease)
- -$9,837,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington | TRUSTEE, INVESTMENT MGR | $699,515 | not reported in the loaded dataset |
| Cbiz | NONE | $116,835 | not reported in the loaded dataset |
| Wilmington Trust Company | TRUSTEE | $32,679 | not reported in the loaded dataset |