2023 Form 5500 filing — Goldenwest 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 20241015091230NAL0016038403001) for Goldenwest Federal Credit Union 401(K) Plan And Trust, reported by Goldenwest Federal Credit Union under EIN 87-0214471 and plan number 002. It reports 904 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091230NAL0016038403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goldenwest Federal Credit Union
- EIN
- 87-0214471
- Plan number
- 002
- Location
- Ogden, UT
- Participants
- 904
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,199,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,199,724
- Employer contributions
- $525,815
- Participant contributions
- $1,751,688
- Total income / additions
- $4,911,960
- Benefits paid
- $973,032
- Administrative expenses
- $8,225
- Total expenses
- $981,257
- Net increase / (decrease)
- $3,930,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $8,225 | $0 |