401k Plan data: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN plan

PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHILADELPHIA FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: PHILADELPHIA FEDERAL CREDIT UNION

Employer identification number (EIN): 231502500

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2024-01-01 OLIVIA ROSS
033 2023-01-01
033 2023-01-01 OLIVIA S. ROSS
033 2022-01-01
033 2022-01-01 OLIVIA S ROSS
033 2021-01-01
033 2021-01-01 OLIVIA ROSS
033 2020-01-01
033 2019-01-01
033 2018-01-01
033 2017-01-01 DENNIS G CANIZ
033 2016-01-01 DENNIS G CANIZ
033 2015-01-01 DENNIS G CANIZ
033 2014-01-01 DENNIS G CANIZ
033 2013-01-01 DENNIS G CANIZ
033 2012-01-01 DENNIS G CANIZ
033 2011-01-01 DENNIS G CANIZ
033 2010-01-01 DENNIS G. CANIZ
033 2009-01-01 DENNIS G. CANIZ

Plan Statistics for PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2023: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 259
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 70
Total of all active and inactive participants 2023-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 329
Number of participants with account balances 2023-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 8
2022: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 250
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 59
Total of all active and inactive participants 2022-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 309
Number of participants with account balances 2022-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 237
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 59
Total of all active and inactive participants 2021-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 296
Number of participants with account balances 2021-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 252
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 51
Total of all active and inactive participants 2020-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 308
Number of participants with account balances 2020-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 32
2019: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 265
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 45
Total of all active and inactive participants 2019-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 318
Number of participants with account balances 2019-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 258
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 94
Total of all active and inactive participants 2018-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 365
Number of participants with account balances 2018-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 38
2017: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 252
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 86
Total of all active and inactive participants 2017-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 345
Number of participants with account balances 2017-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 27
2016: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 242
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 92
Total of all active and inactive participants 2016-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 340
Number of participants with account balances 2016-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 34
2015: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 237
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 93
Total of all active and inactive participants 2015-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 336
Number of participants with account balances 2015-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 29
2014: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 235
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 81
Total of all active and inactive participants 2014-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 317
Number of participants with account balances 2014-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 37
2013: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 248
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 55
Total of all active and inactive participants 2013-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 304
Number of participants with account balances 2013-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 23
2012: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 207
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 47
Total of all active and inactive participants 2012-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 256
Number of participants with account balances 2012-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 21
2011: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 217
Number of retired or separated participants receiving benefits 2011-01-01 48
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 265
Number of participants with account balances 2011-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 211
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 49
Total of all active and inactive participants 2010-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 261
Number of participants with account balances 2010-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 17
2009: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 214
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 256
Number of participants with account balances 2009-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 18

Measure	Date	Value
2023: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	259
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	70
Total of all active and inactive participants	2023-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	329
Number of participants with account balances	2023-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	8
2022: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	250
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	59
Total of all active and inactive participants	2022-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	309
Number of participants with account balances	2022-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	237
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	59
Total of all active and inactive participants	2021-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	296
Number of participants with account balances	2021-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	252
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	51
Total of all active and inactive participants	2020-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	308
Number of participants with account balances	2020-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	32
2019: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	265
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	45
Total of all active and inactive participants	2019-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	318
Number of participants with account balances	2019-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	258
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	94
Total of all active and inactive participants	2018-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	365
Number of participants with account balances	2018-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	38
2017: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	252
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	86
Total of all active and inactive participants	2017-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	345
Number of participants with account balances	2017-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	27
2016: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	242
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	92
Total of all active and inactive participants	2016-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	340
Number of participants with account balances	2016-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	34
2015: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	237
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	93
Total of all active and inactive participants	2015-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	336
Number of participants with account balances	2015-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	29
2014: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	235
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	81
Total of all active and inactive participants	2014-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	317
Number of participants with account balances	2014-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	37
2013: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	248
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	55
Total of all active and inactive participants	2013-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	304
Number of participants with account balances	2013-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	23
2012: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	207
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	47
Total of all active and inactive participants	2012-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	256
Number of participants with account balances	2012-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	21
2011: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	217
Number of retired or separated participants receiving benefits	2011-01-01	48
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	265
Number of participants with account balances	2011-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	211
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	49
Total of all active and inactive participants	2010-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	261
Number of participants with account balances	2010-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	17
2009: PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	214
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	256
Number of participants with account balances	2009-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	18

Financial Data on PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2023 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$8,563,536
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,209,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,079,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,637,586
Value of total assets at end of year	2023-12-31	$43,787,731
Value of total assets at beginning of year	2023-12-31	$36,434,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$130,726
Total interest from all sources	2023-12-31	$157,286
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$598,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$598,046
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,252,422
Participant contributions at end of year	2023-12-31	$602,630
Participant contributions at beginning of year	2023-12-31	$573,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$7,353,588
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$43,787,731
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$36,434,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$5,955
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$26,877,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$20,554,099
Interest on participant loans	2023-12-31	$35,283
Interest earned on other investments	2023-12-31	$122,003
Value of interest in common/collective trusts at end of year	2023-12-31	$10,456,897
Value of interest in common/collective trusts at beginning of year	2023-12-31	$8,997,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$5,851,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$6,309,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,744,094
Net investment gain or loss from common/collective trusts	2023-12-31	$1,426,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,385,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,079,222
Contract administrator fees	2023-12-31	$108,129
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CONNOLLY, GRADY & CHA, P.C.
Accountancy firm EIN	2023-12-31	232962399
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$8,563,536
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$1,209,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,079,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,637,586
Value of total assets at end of year	2023-01-01	$43,787,731
Value of total assets at beginning of year	2023-01-01	$36,434,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$130,726
Total interest from all sources	2023-01-01	$157,286
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$598,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$598,046
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$10,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,252,422
Participant contributions at end of year	2023-01-01	$602,630
Participant contributions at beginning of year	2023-01-01	$573,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$7,353,588
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$43,787,731
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$36,434,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$5,955
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$26,877,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$20,554,099
Interest on participant loans	2023-01-01	$35,283
Interest earned on other investments	2023-01-01	$122,003
Value of interest in common/collective trusts at end of year	2023-01-01	$10,456,897
Value of interest in common/collective trusts at beginning of year	2023-01-01	$8,997,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$5,851,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$6,309,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$3,744,094
Net investment gain or loss from common/collective trusts	2023-01-01	$1,426,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$1,385,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,079,222
Contract administrator fees	2023-01-01	$108,129
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CONNOLLY, GRADY & CHA, P.C.
Accountancy firm EIN	2023-01-01	232962399
2022 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,376,129
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,959,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,826,894
Value of total corrective distributions	2022-12-31	$11,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,708,027
Value of total assets at end of year	2022-12-31	$36,434,143
Value of total assets at beginning of year	2022-12-31	$45,769,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$121,089
Total interest from all sources	2022-12-31	$162,344
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$568,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$568,877
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,190,402
Participant contributions at end of year	2022-12-31	$573,918
Participant contributions at beginning of year	2022-12-31	$445,433
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$222,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,335,788
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$36,434,143
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,769,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$117,014
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,554,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$24,350,479
Interest on participant loans	2022-12-31	$23,942
Interest earned on other investments	2022-12-31	$138,402
Value of interest in common/collective trusts at end of year	2022-12-31	$8,997,093
Value of interest in common/collective trusts at beginning of year	2022-12-31	$11,179,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,309,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$9,794,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,042,032
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,773,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,294,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,826,894
Contract administrator fees	2022-12-31	$4,075
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CONNOLLY, GRADY & CHA, P.C.
Accountancy firm EIN	2022-12-31	232962399
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-3,376,129
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$5,959,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$5,826,894
Value of total corrective distributions	2022-01-01	$11,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,708,027
Value of total assets at end of year	2022-01-01	$36,434,143
Value of total assets at beginning of year	2022-01-01	$45,769,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$121,089
Total interest from all sources	2022-01-01	$162,344
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$568,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$568,877
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$10,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,190,402
Participant contributions at end of year	2022-01-01	$573,918
Participant contributions at beginning of year	2022-01-01	$445,433
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$222,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-9,335,788
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$36,434,143
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$45,769,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$117,014
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$20,554,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$24,350,479
Interest on participant loans	2022-01-01	$23,942
Interest earned on other investments	2022-01-01	$138,402
Value of interest in common/collective trusts at end of year	2022-01-01	$8,997,093
Value of interest in common/collective trusts at beginning of year	2022-01-01	$11,179,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$6,309,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$9,794,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-5,042,032
Net investment gain or loss from common/collective trusts	2022-01-01	$-1,773,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$1,294,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$5,826,894
Contract administrator fees	2022-01-01	$4,075
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CONNOLLY, GRADY & CHA, P.C.
Accountancy firm EIN	2022-01-01	232962399
2021 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,648,449
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,565,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,402,772
Value of total corrective distributions	2021-12-31	$25,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,730,806
Value of total assets at end of year	2021-12-31	$45,769,931
Value of total assets at beginning of year	2021-12-31	$37,687,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$137,300
Total interest from all sources	2021-12-31	$127,775
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$552,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$552,848
Administrative expenses professional fees incurred	2021-12-31	$2,801
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,162,856
Participant contributions at end of year	2021-12-31	$445,433
Participant contributions at beginning of year	2021-12-31	$429,899
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,338,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,082,711
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,769,931
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$37,687,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$24,350,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,212,137
Interest on participant loans	2021-12-31	$22,893
Interest earned on other investments	2021-12-31	$104,882
Value of interest in common/collective trusts at end of year	2021-12-31	$11,179,548
Value of interest in common/collective trusts at beginning of year	2021-12-31	$9,605,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$9,794,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,440,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,952,807
Net investment gain or loss from common/collective trusts	2021-12-31	$1,284,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,229,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,402,772
Contract administrator fees	2021-12-31	$134,499
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CONNOLLY,,GRADY & CHA, P.C.
Accountancy firm EIN	2021-12-31	232962399
2020 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,004,012
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,560,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,458,976
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,397,196
Value of total assets at end of year	2020-12-31	$37,687,220
Value of total assets at beginning of year	2020-12-31	$32,244,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$101,862
Total interest from all sources	2020-12-31	$29,702
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$449,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$449,829
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,109,472
Participant contributions at end of year	2020-12-31	$429,899
Participant contributions at beginning of year	2020-12-31	$613,019
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$98,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,443,174
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$37,687,220
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$32,244,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,212,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,361,732
Interest on participant loans	2020-12-31	$29,702
Value of interest in common/collective trusts at end of year	2020-12-31	$9,605,068
Value of interest in common/collective trusts at beginning of year	2020-12-31	$8,850,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,440,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,419,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,822,810
Net investment gain or loss from common/collective trusts	2020-12-31	$1,304,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,189,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,458,976
Contract administrator fees	2020-12-31	$101,862
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,277,922
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,379,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,282,282
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,239,381
Value of total assets at end of year	2019-12-31	$32,244,046
Value of total assets at beginning of year	2019-12-31	$26,345,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$97,392
Total interest from all sources	2019-12-31	$132,717
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$380,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$380,826
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,048,528
Participant contributions at end of year	2019-12-31	$613,019
Participant contributions at beginning of year	2019-12-31	$594,569
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$99,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,898,248
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$32,244,046
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$26,345,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,361,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,123,444
Interest on participant loans	2019-12-31	$32,556
Interest earned on other investments	2019-12-31	$100,161
Value of interest in common/collective trusts at end of year	2019-12-31	$8,850,133
Value of interest in common/collective trusts at beginning of year	2019-12-31	$7,341,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,419,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,286,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,005,461
Net investment gain or loss from common/collective trusts	2019-12-31	$1,519,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,091,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,282,282
Contract administrator fees	2019-12-31	$97,392
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$825,167
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,055,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$939,687
Value of total corrective distributions	2018-12-31	$20,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,027,182
Value of total assets at end of year	2018-12-31	$26,345,798
Value of total assets at beginning of year	2018-12-31	$26,575,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$95,085
Total interest from all sources	2018-12-31	$111,156
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$318,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$318,146
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$946,699
Participant contributions at end of year	2018-12-31	$594,569
Participant contributions at beginning of year	2018-12-31	$625,779
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-230,066
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,345,798
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,575,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,123,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,748,260
Interest on participant loans	2018-12-31	$30,229
Interest earned on other investments	2018-12-31	$80,927
Value of interest in common/collective trusts at end of year	2018-12-31	$7,341,618
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,200,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,286,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,001,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,148,560
Net investment gain or loss from common/collective trusts	2018-12-31	$-482,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,080,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$939,687
Contract administrator fees	2018-12-31	$95,085
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,211,953
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,343,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,233,924
Value of total corrective distributions	2017-12-31	$23,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,894,067
Value of total assets at end of year	2017-12-31	$26,575,864
Value of total assets at beginning of year	2017-12-31	$22,707,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$86,741
Total interest from all sources	2017-12-31	$86,433
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$258,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$258,466
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$884,148
Participant contributions at end of year	2017-12-31	$625,779
Participant contributions at beginning of year	2017-12-31	$632,976
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,868,129
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$26,575,864
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,707,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,748,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,427,320
Interest on participant loans	2017-12-31	$28,567
Interest earned on other investments	2017-12-31	$57,866
Value of interest in common/collective trusts at end of year	2017-12-31	$7,200,411
Value of interest in common/collective trusts at beginning of year	2017-12-31	$7,104,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,001,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,542,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,848,203
Net investment gain or loss from common/collective trusts	2017-12-31	$1,124,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,000,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,233,924
Contract administrator fees	2017-12-31	$86,741
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,518,944
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,618,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,514,279
Value of total corrective distributions	2016-12-31	$23,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,846,872
Value of total assets at end of year	2016-12-31	$22,707,735
Value of total assets at beginning of year	2016-12-31	$21,807,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$81,165
Total interest from all sources	2016-12-31	$23,494
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$275,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$275,240
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$818,545
Participant contributions at end of year	2016-12-31	$632,976
Participant contributions at beginning of year	2016-12-31	$533,862
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$83,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$900,404
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,707,735
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,807,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,427,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,289,839
Interest on participant loans	2016-12-31	$23,494
Value of interest in common/collective trusts at end of year	2016-12-31	$7,104,917
Value of interest in common/collective trusts at beginning of year	2016-12-31	$7,673,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,542,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,310,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,373,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$944,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,514,279
Contract administrator fees	2016-12-31	$81,165
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,715,528
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,782,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,689,150
Value of total corrective distributions	2015-12-31	$13,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,801,789
Value of total assets at end of year	2015-12-31	$21,807,331
Value of total assets at beginning of year	2015-12-31	$22,874,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$80,074
Total interest from all sources	2015-12-31	$94,633
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$265,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$265,946
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$815,492
Participant contributions at end of year	2015-12-31	$533,862
Participant contributions at beginning of year	2015-12-31	$661,848
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$65,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,067,327
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,807,331
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,874,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,289,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,741,848
Interest on participant loans	2015-12-31	$25,604
Interest earned on other investments	2015-12-31	$69,029
Value of interest in common/collective trusts at end of year	2015-12-31	$7,673,252
Value of interest in common/collective trusts at beginning of year	2015-12-31	$8,108,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,310,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,362,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-312,909
Net investment gain or loss from common/collective trusts	2015-12-31	$-133,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$920,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,689,150
Contract administrator fees	2015-12-31	$80,074
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,317,859
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$987,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$895,196
Value of total corrective distributions	2014-12-31	$15,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,025,269
Value of total assets at end of year	2014-12-31	$22,874,658
Value of total assets at beginning of year	2014-12-31	$20,544,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$76,814
Total interest from all sources	2014-12-31	$84,378
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$217,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$217,164
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$771,514
Participant contributions at end of year	2014-12-31	$661,848
Participant contributions at beginning of year	2014-12-31	$489,267
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$360,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,330,208
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,874,658
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,544,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,741,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,108,351
Interest on participant loans	2014-12-31	$24,934
Interest earned on other investments	2014-12-31	$59,444
Value of interest in common/collective trusts at end of year	2014-12-31	$8,108,308
Value of interest in common/collective trusts at beginning of year	2014-12-31	$7,925,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,362,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,021,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$628,995
Net investment gain or loss from common/collective trusts	2014-12-31	$362,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$892,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$895,196
Contract administrator fees	2014-12-31	$76,814
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGLADREY, LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,324,518
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,095,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,010,454
Value of total corrective distributions	2013-12-31	$13,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,582,694
Value of total assets at end of year	2013-12-31	$20,544,450
Value of total assets at beginning of year	2013-12-31	$17,315,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$71,488
Total interest from all sources	2013-12-31	$74,267
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$157,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$157,971
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$707,518
Participant contributions at end of year	2013-12-31	$489,267
Participant contributions at beginning of year	2013-12-31	$403,895
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$18,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,229,075
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,544,450
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$17,315,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,108,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,128,134
Interest on participant loans	2013-12-31	$18,321
Interest earned on other investments	2013-12-31	$55,946
Value of interest in common/collective trusts at end of year	2013-12-31	$7,925,618
Value of interest in common/collective trusts at beginning of year	2013-12-31	$7,147,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,021,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,635,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,573,062
Net investment gain or loss from common/collective trusts	2013-12-31	$936,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$857,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,010,454
Contract administrator fees	2013-12-31	$71,488
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY, LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,164,156
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,335,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,264,505
Value of total corrective distributions	2012-12-31	$7,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,417,078
Value of total assets at end of year	2012-12-31	$17,315,375
Value of total assets at beginning of year	2012-12-31	$15,487,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$63,547
Total interest from all sources	2012-12-31	$75,672
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$169,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$169,564
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$636,994
Participant contributions at end of year	2012-12-31	$403,895
Participant contributions at beginning of year	2012-12-31	$389,100
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$13,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,828,318
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,315,375
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,487,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,128,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,363,892
Interest on participant loans	2012-12-31	$17,151
Interest earned on other investments	2012-12-31	$58,521
Value of interest in common/collective trusts at end of year	2012-12-31	$7,147,904
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,389,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,635,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,345,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$741,897
Net investment gain or loss from common/collective trusts	2012-12-31	$759,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$766,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,264,505
Contract administrator fees	2012-12-31	$63,547
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY, LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,536,210
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$881,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$809,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,386,802
Value of total assets at end of year	2011-12-31	$15,487,057
Value of total assets at beginning of year	2011-12-31	$14,832,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$72,301
Total interest from all sources	2011-12-31	$58,443
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$145,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$145,633
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$609,794
Participant contributions at end of year	2011-12-31	$389,100
Participant contributions at beginning of year	2011-12-31	$268,319
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$654,416
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,487,057
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,832,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,363,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,603,556
Interest on participant loans	2011-12-31	$15,370
Interest earned on other investments	2011-12-31	$43,073
Value of interest in common/collective trusts at end of year	2011-12-31	$6,389,011
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,995,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,345,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$964,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-146,703
Net investment gain or loss from common/collective trusts	2011-12-31	$92,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$773,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$809,493
Contract administrator fees	2011-12-31	$72,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY, LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : PHILADELPHIA FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,934,712
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$634,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$562,391
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,276,438
Value of total assets at end of year	2010-12-31	$14,832,641
Value of total assets at beginning of year	2010-12-31	$12,532,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$72,084
Total interest from all sources	2010-12-31	$12,738
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$138,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$138,076
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$563,317
Participant contributions at end of year	2010-12-31	$268,319
Participant contributions at beginning of year	2010-12-31	$268,125
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$30,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,300,237
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$14,832,641
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,532,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,603,556
Interest on participant loans	2010-12-31	$12,738
Value of interest in common/collective trusts at end of year	2010-12-31	$6,995,949
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$12,264,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$964,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$748,880
Net investment gain or loss from common/collective trusts	2010-12-31	$728,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$713,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$562,391
Contract administrator fees	2010-12-31	$72,084
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325