P1fcu 401(K) Plan And Trust — Form 5500 plan (Potlach No. 1 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, P1fcu 401(K) Plan And Trust is a benefit plan reported by Potlach No. 1 Financial Credit Union under EIN 82-0201645 and plan number 002. The latest loaded filing year is 2023. The filing reports 455 participants and $23,721,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Potlach No. 1 Financial Credit Union
- EIN
- 82-0201645
- Plan number
- 002
- Plan type
- 2
- Location
- Lewiston, ID
- Latest filing year
- 2023
- Participants
- 455
- End-of-year plan assets
- $23,721,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 455 | H, C | 20241015175516NAL0030555457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,721,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,721,470
- Net assets (BOY)
- $18,135,098
Income & contributions
- Employer contributions
- $1,212,445
- Participant contributions
- $2,249,390
- Total contributions
- $3,797,734
- Total income / additions
- $7,235,446
Expenses & distributions
- Benefits paid
- $1,615,655
- Administrative expenses
- $27,616
- Total expenses
- $1,649,074
- Net increase / (decrease)
- $5,586,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $25,008 | $0 | 2023 |
| Minnesota Life Insurance Company | NONE | $2,610 | $0 | 2023 |