Original filing (PDF)20250502125700NAL0004617425001

GOETZ CREDIT UNION

Name: GOETZ CREDIT UNION — GOETZ CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023)
Creator: GOETZ CREDIT UNION

Form 5500-SF

FILING_RECEIVED

GOETZ CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOETZ CREDIT UNION.

Plan sponsor

Name

GOETZ CREDIT UNION

EIN

44-0261775

Address

1905 HOWARD ST · SAINT JOSEPH, MO · 64501

Phone

(816) 232-8754

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-05-02

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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CREDIT UNION OF RICHMOND

CREDIT UNION OF RICHMOND DEFINED BENEFIT PLAN AND TRUST