Coosa Valley Credit Union Retirement Savings Plan — Form 5500 plan (Coosa Valley 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, Coosa Valley Credit Union Retirement Savings Plan is a benefit plan reported by Coosa Valley Credit Union under EIN 58-0664019 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $9,248,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coosa Valley Credit Union
- EIN
- 58-0664019
- Plan number
- 002
- Plan type
- 2
- Location
- Rome, GA
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $9,248,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H | 20241015141005NAL0016584995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,248,546
- Net assets (EOY)
- $9,248,546
- Net assets (BOY)
- $7,361,181
Income & contributions
- Employer contributions
- $480,648
- Participant contributions
- $565,098
- Total contributions
- $1,102,815
- Total income / additions
- $2,304,350
Expenses & distributions
- Benefits paid
- $377,311
- Administrative expenses
- $10,477
- Total expenses
- $416,985
- Net increase / (decrease)
- $1,887,365
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.