Peach State Federal Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (Peach State 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, Peach State Federal Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by Peach State Federal Credit Union under EIN 58-6034029 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $20,503,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peach State Federal Credit Union
- EIN
- 58-6034029
- Plan number
- 002
- Plan type
- 2
- Location
- Lawrenceville, GA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $20,503,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241009142618NAL0010718995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,503,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,503,944
- Net assets (BOY)
- $16,502,211
Income & contributions
- Employer contributions
- $1,392,255
- Participant contributions
- $740,397
- Total contributions
- $2,387,294
- Total income / additions
- $4,934,650
Expenses & distributions
- Benefits paid
- $991,389
- Administrative expenses
- $82,921
- Total expenses
- $1,074,310
- Net increase / (decrease)
- $3,860,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investment Institutional | ADVISOR, RECORDKEEPER | $64,999 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management | INVESTMENT ADVISOR | $17,922 | not reported in the loaded dataset | 2023 |