2023 Form 5500 filing — Georgia'S Own Credit Union Employees Savings Plan & 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 20240717073819NAL0002355923001) for Georgia'S Own Credit Union Employees Savings Plan & Trust, reported by Georgia'S Own Credit Union under EIN 58-0147128 and plan number 002. It reports 823 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$72.5MReported net assets$72,540,358
Participants823
Provider compensation$45.6K2 Schedule C row(s)$45,567
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240717073819NAL0002355923001
- Plan sponsor
- Georgia'S Own Credit Union
- EIN
- 58-0147128
- Plan number
- 002
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$72.5M total assets
Net assets$72.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $72,540,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,540,358
- Employer contributions
- $5,691,622
- Participant contributions
- $4,687,475
- Total income / additions
- $23,687,563
- Benefits paid
- $7,266,533
- Administrative expenses
- $45,567
- Total expenses
- $7,312,100
- Net increase / (decrease)
- $16,375,463
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | CONSULTANT | $30,601 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,966 | $0 |