Goldenwest Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Goldenwest 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, Goldenwest Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Goldenwest Federal Credit Union under EIN 87-0214471 and plan number 002. The latest loaded filing year is 2023. The filing reports 904 participants and $20,199,724 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goldenwest Federal Credit Union
- EIN
- 87-0214471
- Plan number
- 002
- Plan type
- 2
- Location
- Ogden, UT
- Latest filing year
- 2023
- Participants
- 904
- End-of-year plan assets
- $20,199,724
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 904 | H, C | 20241015091230NAL0016038403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,199,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,199,724
- Net assets (BOY)
- $16,269,021
Income & contributions
- Employer contributions
- $525,815
- Participant contributions
- $1,751,688
- Total contributions
- $2,364,621
- Total income / additions
- $4,911,960
Expenses & distributions
- Benefits paid
- $973,032
- Administrative expenses
- $8,225
- Total expenses
- $981,257
- Net increase / (decrease)
- $3,930,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $8,225 | $0 | 2023 |