Gesa Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Gesa 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, Gesa Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Gesa Credit Union under EIN 91-0616262 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $15,909,038 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gesa Credit Union
EIN
91-0616262
Plan number
001
Plan type
2
Location
Richland, WA
Latest filing year
2023
Participants
730
End-of-year plan assets
$15,909,038

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023730H20250415154621NAL0006693890001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,909,038
Total liabilities (EOY)
$0
Net assets (EOY)
$15,909,038
Net assets (BOY)
$14,934,251

Income & contributions

Employer contributions
$960,000
Total contributions
$960,000
Total income / additions
$1,940,747

Expenses & distributions

Benefits paid
$965,960
Administrative expenses
$0
Total expenses
$965,960
Net increase / (decrease)
$974,787

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages