Gesa Credit Union 401(K) 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 401(K) Plan And Trust is a benefit plan reported by Gesa Credit Union under EIN 91-0616262 and plan number 002. The latest loaded filing year is 2023. The filing reports 769 participants and $32,906,500 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
- 002
- Plan type
- 2
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 769
- End-of-year plan assets
- $32,906,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 769 | H, C | 20240816105433NAL0030837490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,906,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,906,500
- Net assets (BOY)
- $25,527,941
Income & contributions
- Employer contributions
- $1,449,849
- Participant contributions
- $3,494,014
- Total contributions
- $5,447,580
- Total income / additions
- $10,449,397
Expenses & distributions
- Benefits paid
- $3,010,501
- Administrative expenses
- $60,337
- Total expenses
- $3,070,838
- Net increase / (decrease)
- $7,378,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $56,301 | $0 | 2023 |