People'S Credit Union 401(K) Plan And Trust — Form 5500 plan (The Peoples Credit Union)
Plain-English plan 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, People'S Credit Union 401(K) Plan And Trust is a benefit plan reported by The Peoples Credit Union under EIN 05-0198580 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $13,562,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Peoples Credit Union
- EIN
- 05-0198580
- Plan number
- 002
- Plan type
- 2
- Location
- Middletown, RI
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $13,562,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20240725051821NAL0013656369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,562,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,562,955
- Net assets (BOY)
- $11,748,473
Income & contributions
- Employer contributions
- $467,880
- Participant contributions
- $647,731
- Total contributions
- $1,189,475
- Total income / additions
- $3,018,765
Expenses & distributions
- Benefits paid
- $1,166,189
- Administrative expenses
- $36,756
- Total expenses
- $1,204,283
- Net increase / (decrease)
- $1,814,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $33,461 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $3,296 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |