2023 Form 5500 filing — Greenstate Credit Union 401(K) Retirement Plan
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 20240911091334NAL0013834786001) for Greenstate Credit Union 401(K) Retirement Plan, reported by Greenstate Credit Union under EIN 42-0804594 and plan number 001. It reports 1,159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911091334NAL0013834786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenstate Credit Union
- EIN
- 42-0804594
- Plan number
- 001
- Location
- North Liberty, IA
- Participants
- 1,159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,041,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,041,201
- Employer contributions
- $6,972,643
- Participant contributions
- $6,989,235
- Total income / additions
- $31,164,720
- Benefits paid
- $11,611,179
- Administrative expenses
- $169,098
- Total expenses
- $11,780,277
- Net increase / (decrease)
- $19,384,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $108,717 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $60,381 | $119 |