2023 Form 5500 filing — Lge Community Credit Union 401(K) Plan And 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 20241004123223NAL0005695379001) for Lge Community Credit Union 401(K) Plan And Trust, reported by Lge Community Credit Union under EIN 58-6032554 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$38.5MReported net assets$38,532,420
Participants367
Provider compensation$173K5 Schedule C row(s)$173,009
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004123223NAL0005695379001
Plan sponsor
Lge Community Credit Union
EIN
58-6032554
Plan number
001
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$38.5M total assets
Net assets$38.5MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$3.4M
Benefits paid / distributions$3.2M
Contributions
Employer$1.5M
Participant$1.8M
Full reported line items
Total assets (EOY)
$38,532,420
Total liabilities (EOY)
$0
Net assets (EOY)
$38,532,420
Employer contributions
$1,509,187
Participant contributions
$1,805,932
Total income / additions
$8,510,946
Benefits paid
$3,161,178
Administrative expenses
$200,554
Total expenses
$3,361,732
Net increase / (decrease)
$5,149,214
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $128.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY-PLAN · Direct $27.2K
  3. 3
    RECORDKEEPER · Direct $12.5K · Indirect $0
  4. 4
    RECORDKEEPER · Direct $4.9K · Indirect $0
  5. 5
    BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004123223NAL0005695379001 cover?
It is the 2023 Form 5500 filing for Lge Community Credit Union 401(K) Plan And Trust, reported by Lge Community Credit Union (EIN 58-6032554).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages