Plan5500

Generations Community Federal Credit Union Retirement Pension Plan — Form 5500 plan (Generations Community 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, Generations Community Federal Credit Union Retirement Pension Plan is a benefit plan reported by Generations Community Federal Credit Union under EIN 74-1117333 and plan number 022. The latest loaded filing year is 2023. The filing reports 280 participants and $26,444,639 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Generations Community Federal Credit Union
EIN
74-1117333
Plan number
022
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
280
End-of-year plan assets
$26,444,639

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20240923135128NAL0011498833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,444,639
Total liabilities (EOY)
$0
Net assets (EOY)
$26,444,639
Net assets (BOY)
$24,305,123

Income & contributions

Total contributions
$0
Total income / additions
$2,877,952

Expenses & distributions

Benefits paid
$552,085
Administrative expenses
$186,351
Total expenses
$738,436
Net increase / (decrease)
$2,139,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inst Asset Mgmt Trust CoINV. ADVISORY$106,820not reported in the loaded dataset2023
Fid Mgmt Trust CoACTUARIAL$53,419not reported in the loaded dataset2023

Related Form 5500 pages