PCM CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PCM EMPLOYEES CREDIT UNION 401K PLAN
Measure | Date | Value |
---|
2023: PCM EMPLOYEES CREDIT UNION 401K PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 43 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 8 |
Total of all active and inactive participants | 2023-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 51 |
Number of participants with account balances | 2023-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: PCM EMPLOYEES CREDIT UNION 401K PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 55 |
Number of participants with account balances | 2022-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PCM EMPLOYEES CREDIT UNION 401K PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 53 |
Number of participants with account balances | 2021-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PCM EMPLOYEES CREDIT UNION 401K PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 47 |
Number of participants with account balances | 2020-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PCM EMPLOYEES CREDIT UNION 401K PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 47 |
Number of participants with account balances | 2019-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2009: PCM EMPLOYEES CREDIT UNION 401K PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 27 |
Number of participants with account balances | 2009-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2023 : PCM EMPLOYEES CREDIT UNION 401K PLAN 2023 401k financial data |
---|
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,363,272 |
Expenses. Total of all expenses incurred | 2023-12-31 | $968,603 |
Benefits paid (including direct rollovers) | 2023-12-31 | $944,584 |
Total plan assets at end of year | 2023-12-31 | $5,593,492 |
Total plan assets at beginning of year | 2023-12-31 | $5,198,823 |
Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $270,475 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $2,375 |
Other income received | 2023-12-31 | $886,106 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $394,669 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,593,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,198,823 |
Assets. Value of participant loans | 2023-12-31 | $35,370 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $204,316 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $24,019 |
2022 : PCM EMPLOYEES CREDIT UNION 401K PLAN 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-734,045 |
Expenses. Total of all expenses incurred | 2022-12-31 | $899,013 |
Benefits paid (including direct rollovers) | 2022-12-31 | $872,078 |
Total plan assets at end of year | 2022-12-31 | $5,198,823 |
Total plan assets at beginning of year | 2022-12-31 | $6,831,881 |
Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $264,334 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,196,912 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,633,058 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,198,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,831,881 |
Assets. Value of participant loans | 2022-12-31 | $48,468 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $198,533 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $26,935 |
2021 : PCM EMPLOYEES CREDIT UNION 401K PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,292,571 |
Expenses. Total of all expenses incurred | 2021-12-31 | $90,057 |
Benefits paid (including direct rollovers) | 2021-12-31 | $56,074 |
Total plan assets at end of year | 2021-12-31 | $6,831,881 |
Total plan assets at beginning of year | 2021-12-31 | $5,629,367 |
Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $285,328 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $27,320 |
Other income received | 2021-12-31 | $762,487 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,202,514 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,831,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,629,367 |
Assets. Value of participant loans | 2021-12-31 | $32,455 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $217,436 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $7,181 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $26,802 |
2020 : PCM EMPLOYEES CREDIT UNION 401K PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,396,679 |
Expenses. Total of all expenses incurred | 2020-12-31 | $901,340 |
Benefits paid (including direct rollovers) | 2020-12-31 | $882,014 |
Total plan assets at end of year | 2020-12-31 | $5,629,367 |
Total plan assets at beginning of year | 2020-12-31 | $5,134,028 |
Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $273,243 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $112,318 |
Other income received | 2020-12-31 | $809,755 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $495,339 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,629,367 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,134,028 |
Assets. Value of participant loans | 2020-12-31 | $16,868 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $201,363 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $-5,580 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $24,906 |
2019 : PCM EMPLOYEES CREDIT UNION 401K PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,324,643 |
Expenses. Total of all expenses incurred | 2019-12-31 | $819,340 |
Benefits paid (including direct rollovers) | 2019-12-31 | $799,071 |
Total plan assets at end of year | 2019-12-31 | $5,134,028 |
Total plan assets at beginning of year | 2019-12-31 | $4,628,725 |
Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $231,201 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $15,188 |
Other income received | 2019-12-31 | $903,607 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $505,303 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,134,028 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,628,725 |
Assets. Value of participant loans | 2019-12-31 | $26,391 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $174,647 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $6,412 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,857 |
2023: PCM EMPLOYEES CREDIT UNION 401K PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: PCM EMPLOYEES CREDIT UNION 401K PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PCM EMPLOYEES CREDIT UNION 401K PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PCM EMPLOYEES CREDIT UNION 401K PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PCM EMPLOYEES CREDIT UNION 401K PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PCM EMPLOYEES CREDIT UNION 401K PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |