Patriot Federal Credit Union Capital Accumulation Plan — Form 5500 plan (Patriot 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, Patriot Federal Credit Union Capital Accumulation Plan is a benefit plan reported by Patriot Federal Credit Union under EIN 25-1150379 and plan number 003. The latest loaded filing year is 2023. The filing reports 241 participants and $14,578,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patriot Federal Credit Union
- EIN
- 25-1150379
- Plan number
- 003
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $14,578,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241011121919NAL0038681376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,578,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,578,338
- Net assets (BOY)
- $12,344,262
Income & contributions
- Employer contributions
- $988,399
- Participant contributions
- $822,499
- Total contributions
- $1,822,894
- Total income / additions
- $3,838,301
Expenses & distributions
- Benefits paid
- $1,597,971
- Administrative expenses
- $6,254
- Total expenses
- $1,604,225
- Net increase / (decrease)
- $2,234,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services LLC | INVESTMENT ADVISORY | $0 | $31,974 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,281 | $0 | 2023 |