2023 Form 5500 filing — Georgia'S Own Credit Union Employees Savings Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717073819NAL0002355923001) for Georgia'S Own Credit Union Employees Savings Plan & Trust, reported by Georgia'S Own Credit Union under EIN 58-0147128 and plan number 002. It reports 823 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717073819NAL0002355923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georgia'S Own Credit Union
- EIN
- 58-0147128
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 823
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,540,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,540,358
- Employer contributions
- $5,691,622
- Participant contributions
- $4,687,475
- Total income / additions
- $23,687,563
- Benefits paid
- $7,266,533
- Administrative expenses
- $45,567
- Total expenses
- $7,312,100
- Net increase / (decrease)
- $16,375,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | CONSULTANT | $30,601 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,966 | $0 |