2023 Form 5500 filing — Greater Iowa Credit Union 401(K) Plan
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 20240816152007NAL0014757105001) for Greater Iowa Credit Union 401(K) Plan, reported by Greater Iowa Credit Union under EIN 42-0664060 and plan number 003. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816152007NAL0014757105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Iowa Credit Union
- EIN
- 42-0664060
- Plan number
- 003
- Location
- Ames, IA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,634,519
- Total liabilities (EOY)
- $15,615
- Net assets (EOY)
- $8,618,904
- Employer contributions
- $413,909
- Participant contributions
- $596,228
- Total income / additions
- $2,413,039
- Benefits paid
- $678,991
- Administrative expenses
- $36,136
- Total expenses
- $751,672
- Net increase / (decrease)
- $1,661,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Community Trust, N.A. | NONE | $18,900 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $17,236 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |