Plan5500

Genisys Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Genisys Credit Union (EIN 38-1445060) is a plan sponsor located in Auburn Hills, MI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-1445060
Location
Auburn Hills, MI
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.6MSummed across loaded plans$61,562,414
Total reported assets$61.6M$61,562,414
Total reported participants1.2K1,224
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$61.6M total assets
Net assets$61.6MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$2.1M
Total income / additions$12.9M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.7M
Net increase / (decrease)$9.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Genisys Credit Union 401(K) Plan
Participants per plan408Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Genisys Credit Union 401(K) Plan$61.6M
    Plan #002 · 624 participants · 2023
  2. 2
    Genisys Credit Union Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 497 participants · 2023
  3. 3
    Genisys Credit Union Flexible Compensation Plannot reported in the loaded dataset
    Plan #586 · 103 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Genisys Credit Union
YearPlanParticipantsSchedulesFiling
2023Genisys Credit Union Flexible Compensation Plan103—20240516105011NAL0060305408001
2023Genisys Credit Union Health And Welfare Plan497—20240603100149NAL0037313010001
2023Genisys Credit Union 401(K) Plan624H, C20240701143021NAL0005506496001

Related Form 5500 pages