The Golden 1 Employee Savings And Investment Plan — Form 5500 plan (Golden 1 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, The Golden 1 Employee Savings And Investment Plan is a benefit plan reported by Golden 1 Credit Union under EIN 94-0362025 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,746 participants and $197,047,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden 1 Credit Union
EIN
94-0362025
Plan number
003
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
2,746
End-of-year plan assets
$197,047,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,746H, C20240802140411NAL0024184049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$197,047,119
Total liabilities (EOY)
$0
Net assets (EOY)
$197,047,119
Net assets (BOY)
$157,069,435

Income & contributions

Employer contributions
$8,953,704
Participant contributions
$11,859,907
Total contributions
$23,638,561
Total income / additions
$58,364,724

Expenses & distributions

Benefits paid
$18,349,260
Administrative expenses
$37,780
Total expenses
$18,387,040
Net increase / (decrease)
$39,977,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,780not reported in the loaded dataset2023

Related Form 5500 pages