Philadelphia Federal Credit Union Capital Accumulation Plan — Form 5500 plan (Philadelphia Federal 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, Philadelphia Federal Credit Union Capital Accumulation Plan is a benefit plan reported by Philadelphia Federal Credit Union under EIN 23-1502500 and plan number 033. The latest loaded filing year is 2023. The filing reports 312 participants and $43,787,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Philadelphia Federal Credit Union
- EIN
- 23-1502500
- Plan number
- 033
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $43,787,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20241010121643NAL0034012400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,787,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,787,731
- Net assets (BOY)
- $36,434,143
Income & contributions
- Employer contributions
- $1,385,164
- Participant contributions
- $1,252,422
- Total contributions
- $2,637,586
- Total income / additions
- $8,563,536
Expenses & distributions
- Benefits paid
- $1,079,222
- Administrative expenses
- $130,726
- Total expenses
- $1,209,948
- Net increase / (decrease)
- $7,353,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $124,771 | $0 | 2023 |
| Board Of Trustees Of Retirement Pro | NONE | $5,955 | not reported in the loaded dataset | 2023 |