Greenstate Credit Union 401(K) Retirement Plan — Form 5500 plan (Greenstate 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, Greenstate Credit Union 401(K) Retirement Plan is a benefit plan reported by Greenstate Credit Union under EIN 42-0804594 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,159 participants and $102,041,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenstate Credit Union
EIN
42-0804594
Plan number
001
Plan type
2
Location
North Liberty, IA
Latest filing year
2023
Participants
1,159
End-of-year plan assets
$102,041,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,159H, C20240911091334NAL0013834786001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,041,201
Total liabilities (EOY)
$0
Net assets (EOY)
$102,041,201
Net assets (BOY)
$82,656,758

Income & contributions

Employer contributions
$6,972,643
Participant contributions
$6,989,235
Total contributions
$15,434,438
Total income / additions
$31,164,720

Expenses & distributions

Benefits paid
$11,611,179
Administrative expenses
$169,098
Total expenses
$11,780,277
Net increase / (decrease)
$19,384,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$108,717$02023
Capfinancial Partners, LLCINVESTMENT ADVISORY$60,381$1192023

Related Form 5500 pages