Georgia'S Own Credit Union Employees Savings Plan & Trust — Form 5500 plan (Georgia'S Own 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, Georgia'S Own Credit Union Employees Savings Plan & Trust is a benefit plan reported by Georgia'S Own Credit Union under EIN 58-0147128 and plan number 002. The latest loaded filing year is 2023. The filing reports 823 participants and $72,540,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgia'S Own Credit Union
- EIN
- 58-0147128
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 823
- End-of-year plan assets
- $72,540,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 823 | H, C | 20240717073819NAL0002355923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,540,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,540,358
- Net assets (BOY)
- $56,164,895
Income & contributions
- Employer contributions
- $5,691,622
- Participant contributions
- $4,687,475
- Total contributions
- $11,883,919
- Total income / additions
- $23,687,563
Expenses & distributions
- Benefits paid
- $7,266,533
- Administrative expenses
- $45,567
- Total expenses
- $7,312,100
- Net increase / (decrease)
- $16,375,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | CONSULTANT | $30,601 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,966 | $0 | 2023 |