Georgia'S Own Credit Union Employees Savings Plan & Trust — Form 5500 plan (Georgia'S Own 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, Georgia'S Own Credit Union Employees Savings Plan & Trust is a benefit plan reported by Georgia'S Own Credit Union under EIN 58-0147128 and plan number 002. The latest loaded filing year is 2023. The filing reports 823 participants and $72,540,358 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$72.5MPlan net assets, end of year$72,540,358
Participants823Covered participants reported
Assets / participant$88.1KComputed: assets ÷ participants$88,141 (computed)
Provider compensation$45.6K2 Schedule C provider row(s)$45,567
- Plan sponsor
- Georgia'S Own Credit Union
- EIN
- 58-0147128
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 823 | H, C | 20240717073819NAL0002355923001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$72.5M total assets
Net assets$72.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $72,540,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,540,358
- Net assets (BOY)
- $56,164,895
Income & contributions
- Employer contributions
- $5,691,622
- Participant contributions
- $4,687,475
- Total contributions
- $11,883,919
- Total income / additions
- $23,687,563
Expenses & distributions
- Benefits paid
- $7,266,533
- Administrative expenses
- $45,567
- Total expenses
- $7,312,100
- Net increase / (decrease)
- $16,375,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | CONSULTANT | $30,601 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,966 | $0 | 2023 |