Gesa Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Gesa 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, Gesa Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Gesa Credit Union under EIN 91-0616262 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $15,909,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gesa Credit Union
- EIN
- 91-0616262
- Plan number
- 001
- Plan type
- 2
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 730
- End-of-year plan assets
- $15,909,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 730 | H | 20250415154621NAL0006693890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,909,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,909,038
- Net assets (BOY)
- $14,934,251
Income & contributions
- Employer contributions
- $960,000
- Total contributions
- $960,000
- Total income / additions
- $1,940,747
Expenses & distributions
- Benefits paid
- $965,960
- Administrative expenses
- $0
- Total expenses
- $965,960
- Net increase / (decrease)
- $974,787
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.