2023 Form 5500 filing — Altamaha Federal Credit Union 401(K) Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603103727NAL0018241697001) for Altamaha Federal Credit Union 401(K) Plan And Trust, reported by Altamaha Federal Credit Union under EIN 58-0694260 and plan number 002. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,084,073
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240603103727NAL0018241697001
Plan sponsor
Altamaha Federal Credit Union
EIN
58-0694260
Plan number
002
Location
Jesup, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$413.7K
Total expenses$280.6K
Benefits paid / distributions$264.4K
Contributions
Employer$54.9K
Participant$89.1K
Full reported line items
Total assets (EOY)
$2,084,073
Total liabilities (EOY)
$0
Net assets (EOY)
$2,084,073
Employer contributions
$54,862
Participant contributions
$89,143
Total income / additions
$413,720
Benefits paid
$264,421
Administrative expenses
$16,160
Total expenses
$280,581
Net increase / (decrease)
$133,139

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240603103727NAL0018241697001 cover?
It is the 2023 Form 5500 filing for Altamaha Federal Credit Union 401(K) Plan And Trust, reported by Altamaha Federal Credit Union (EIN 58-0694260).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages