Greylock 401(K) Plan — Form 5500 plan (Greylock Federal Credit Union)
Plain-English plan 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, Greylock 401(K) Plan is a benefit plan reported by Greylock Federal Credit Union under EIN 04-2230576 and plan number 002. The latest loaded filing year is 2023. The filing reports 384 participants and $37,853,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greylock Federal Credit Union
- EIN
- 04-2230576
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $37,853,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20240731142732NAL0012770003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,853,161
- Total liabilities (EOY)
- $38,100
- Net assets (EOY)
- $37,815,061
- Net assets (BOY)
- $32,249,633
Income & contributions
- Employer contributions
- $850,198
- Participant contributions
- $2,060,419
- Total contributions
- $3,362,788
- Total income / additions
- $8,607,507
Expenses & distributions
- Benefits paid
- $3,029,860
- Administrative expenses
- $12,219
- Total expenses
- $3,042,079
- Net increase / (decrease)
- $5,565,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $24,000 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,219 | $0 | 2023 |
| Lombardi Clairmont Keegan | ACCOUNTANT | $0 | $7,599 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greylock Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Pittsfield, MA
- Global Retirement Partners LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Lombardi Clairmont Keegan — Schedule C compensation