Partners 1st Federal Credit Union 401k Retirement Savings Plan — Form 5500 plan (Partners 1st 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, Partners 1st Federal Credit Union 401k Retirement Savings Plan is a benefit plan reported by Partners 1st Federal Credit Union under EIN 35-1079936 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $16,604,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Partners 1st Federal Credit Union
- EIN
- 35-1079936
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $16,604,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241010101302NAL0039710162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,604,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,604,054
- Net assets (BOY)
- $14,893,581
Income & contributions
- Employer contributions
- $979,846
- Participant contributions
- $688,062
- Total contributions
- $1,669,962
- Total income / additions
- $3,948,085
Expenses & distributions
- Benefits paid
- $2,190,517
- Administrative expenses
- $47,095
- Total expenses
- $2,237,612
- Net increase / (decrease)
- $1,710,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $47,095 | $0 | 2023 |
| Sym Financial Advisors | FINANCIAL ADVISOR | $46,783 | not reported in the loaded dataset | 2023 |