Greater Iowa Credit Union 401(K) Plan — Form 5500 plan (Greater Iowa 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, Greater Iowa Credit Union 401(K) Plan is a benefit plan reported by Greater Iowa Credit Union under EIN 42-0664060 and plan number 003. The latest loaded filing year is 2023. The filing reports 183 participants and $8,634,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Iowa Credit Union
- EIN
- 42-0664060
- Plan number
- 003
- Plan type
- 2
- Location
- Ames, IA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $8,634,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240816152007NAL0014757105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,634,519
- Total liabilities (EOY)
- $15,615
- Net assets (EOY)
- $8,618,904
- Net assets (BOY)
- $6,957,537
Income & contributions
- Employer contributions
- $413,909
- Participant contributions
- $596,228
- Total contributions
- $1,078,146
- Total income / additions
- $2,413,039
Expenses & distributions
- Benefits paid
- $678,991
- Administrative expenses
- $36,136
- Total expenses
- $751,672
- Net increase / (decrease)
- $1,661,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Community Trust, N.A. | NONE | $18,900 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $17,236 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |