2023 Form 5500 filing — Pioneer Federal Credit Union 401(K) Plan & Trust
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 20241015133023NAL0014723251001) for Pioneer Federal Credit Union 401(K) Plan & Trust, reported by Pioneer Federal Credit Union under EIN 82-0230214 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133023NAL0014723251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Federal Credit Union
- EIN
- 82-0230214
- Plan number
- 002
- Location
- Mountain Home, ID
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,121,576
- Total liabilities (EOY)
- $707
- Net assets (EOY)
- $12,120,869
- Employer contributions
- $519,865
- Participant contributions
- $780,229
- Total income / additions
- $3,026,707
- Benefits paid
- $1,627,541
- Administrative expenses
- $58,491
- Total expenses
- $1,686,032
- Net increase / (decrease)
- $1,340,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $58,157 | $0 |
| Massachusetts Mutual Life Ins Co | BROKER/ADVISOR | $0 | $5,629 |
| Pinnacle Pension Services | THIRD PARTY ADMIN | $0 | $5,526 |