Plan5500

The Retirement Plan Of Power Financial Credit Union — Form 5500 plan (Power Financial 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, The Retirement Plan Of Power Financial Credit Union is a benefit plan reported by Power Financial Credit Union under EIN 59-0690962 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $20,797,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Power Financial Credit Union
EIN
59-0690962
Plan number
001
Plan type
2
Location
Pembroke Pines, FL
Latest filing year
2023
Participants
148
End-of-year plan assets
$20,797,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20250415163706NAL0003577985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,797,629
Total liabilities (EOY)
$0
Net assets (EOY)
$20,797,629
Net assets (BOY)
$19,218,750

Income & contributions

Total contributions
$0
Total income / additions
$2,364,854

Expenses & distributions

Benefits paid
$666,285
Administrative expenses
$119,690
Total expenses
$785,975
Net increase / (decrease)
$1,578,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Trust CompanyTRUSTEE$105,482not reported in the loaded dataset2023

Related Form 5500 pages