2023 Form 5500 filing — Generations Community Federal Credit Union Retirement Pension 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 20240923135128NAL0011498833001) for Generations Community Federal Credit Union Retirement Pension Plan, reported by Generations Community Federal Credit Union under EIN 74-1117333 and plan number 022. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923135128NAL0011498833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Generations Community Federal Credit Union
- EIN
- 74-1117333
- Plan number
- 022
- Location
- San Antonio, TX
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,444,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,444,639
- Total income / additions
- $2,877,952
- Benefits paid
- $552,085
- Administrative expenses
- $186,351
- Total expenses
- $738,436
- Net increase / (decrease)
- $2,139,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inst Asset Mgmt Trust Co | INV. ADVISORY | $106,820 | not reported in the loaded dataset |
| Fid Mgmt Trust Co | ACTUARIAL | $53,419 | not reported in the loaded dataset |