Gfa Federal Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (Gfa Federal Credit Union)
Plain-English plan 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, Gfa Federal Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by Gfa Federal Credit Union under EIN 04-1355545 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $3,252,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gfa Federal Credit Union
- EIN
- 04-1355545
- Plan number
- 001
- Plan type
- 2
- Location
- Gardner, MA
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $3,252,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240904130102NAL0020238049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,252,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,252,365
- Net assets (BOY)
- $2,808,809
Income & contributions
- Employer contributions
- $269,201
- Participant contributions
- $390,375
- Total contributions
- $659,576
- Total income / additions
- $1,153,990
Expenses & distributions
- Benefits paid
- $685,412
- Administrative expenses
- $11,868
- Total expenses
- $710,434
- Net increase / (decrease)
- $443,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Pension Consultants | INVESTMENT ADVISOR | $7,082 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,104 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,682 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gfa Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Gardner, MA
- Pinnacle Pension Consultants — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation