2023 Form 5500 filing — Coosa Valley Credit Union Retirement Savings 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 20241015141005NAL0016584995001) for Coosa Valley Credit Union Retirement Savings Plan, reported by Coosa Valley Credit Union under EIN 58-0664019 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015141005NAL0016584995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coosa Valley Credit Union
- EIN
- 58-0664019
- Plan number
- 002
- Location
- Rome, GA
- Participants
- 130
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,248,546
- Net assets (EOY)
- $9,248,546
- Employer contributions
- $480,648
- Participant contributions
- $565,098
- Total income / additions
- $2,304,350
- Benefits paid
- $377,311
- Administrative expenses
- $10,477
- Total expenses
- $416,985
- Net increase / (decrease)
- $1,887,365
- Schedule source
- Schedule H