Georgia United Credit Union 401(K) Plan And Trust — Form 5500 plan (Georgia United 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 United Credit Union 401(K) Plan And Trust is a benefit plan reported by Georgia United Credit Union under EIN 58-0800932 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $41,050,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgia United Credit Union
- EIN
- 58-0800932
- Plan number
- 001
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $41,050,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20240916142407NAL0001097731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,050,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,050,994
- Net assets (BOY)
- $33,869,711
Income & contributions
- Employer contributions
- $2,405,169
- Participant contributions
- $2,008,000
- Total contributions
- $4,700,798
- Total income / additions
- $10,733,597
Expenses & distributions
- Benefits paid
- $3,403,822
- Administrative expenses
- $148,492
- Total expenses
- $3,552,314
- Net increase / (decrease)
- $7,181,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Financial Strategists Inc | ADVISOR | $89,278 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $46,133 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,081 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Georgia United Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- Cannon Financial Strategists Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation