2023 Form 5500 filing — Generations Community Federal Credit Union 401(K) 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 20240923135622NAL0020539504001) for Generations Community Federal Credit Union 401(K) Plan, reported by Generations Community Federal Credit Union under EIN 74-1117333 and plan number 001. It reports 254 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)$14.4MReported net assets$14,442,801
Participants254
Provider compensation$43K2 Schedule C row(s)$43,029
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923135622NAL0020539504001
Plan sponsor
Generations Community Federal Credit Union
EIN
74-1117333
Plan number
001
Location
San Antonio, TX
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)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$582.7K
Participant$794.2K
Full reported line items
Total assets (EOY)
$14,442,801
Total liabilities (EOY)
$0
Net assets (EOY)
$14,442,801
Employer contributions
$582,705
Participant contributions
$794,179
Total income / additions
$3,851,127
Benefits paid
$3,331,975
Administrative expenses
$43,029
Total expenses
$3,375,004
Net increase / (decrease)
$476,123
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INV. MANAGEMENT · Direct $37.7K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $5.3K

Related Form 5500 pages