Pennsylvania State Employees Credit Union 401(K) Retirement Plan — Form 5500 plan (Pennsylvania State Employees 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, Pennsylvania State Employees Credit Union 401(K) Retirement Plan is a benefit plan reported by Pennsylvania State Employees Credit Union under EIN 23-0961140 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,029 participants and $159,474,745 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pennsylvania State Employees Credit Union
EIN
23-0961140
Plan number
002
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
1,029
End-of-year plan assets
$159,474,745

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,029H, C20240917083739NAL0004715472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$159,474,745
Net assets (EOY)
$159,474,745
Net assets (BOY)
$131,308,870

Income & contributions

Employer contributions
$6,704,887
Participant contributions
$4,937,044
Total contributions
$12,852,628
Total income / additions
$40,413,999

Expenses & distributions

Benefits paid
$12,222,235
Administrative expenses
$25,889
Total expenses
$12,248,124
Net increase / (decrease)
$28,165,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$25,939not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$33$02023

Related Form 5500 pages