2023 Form 5500 filing — Peach State Federal Credit Union 401(K) Profit Sharing 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 20241009142618NAL0010718995001) for Peach State Federal Credit Union 401(K) Profit Sharing Plan, reported by Peach State Federal Credit Union under EIN 58-6034029 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142618NAL0010718995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peach State Federal Credit Union
- EIN
- 58-6034029
- Plan number
- 002
- Location
- Lawrenceville, GA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,503,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,503,944
- Employer contributions
- $1,392,255
- Participant contributions
- $740,397
- Total income / additions
- $4,934,650
- Benefits paid
- $991,389
- Administrative expenses
- $82,921
- Total expenses
- $1,074,310
- Net increase / (decrease)
- $3,860,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investment Institutional | ADVISOR, RECORDKEEPER | $64,999 | not reported in the loaded dataset |
| Abound Wealth Management | INVESTMENT ADVISOR | $17,922 | not reported in the loaded dataset |