Original filing (PDF)20260324091612NAL0001434131001

GOETZ CREDIT UNION

Name: GOETZ CREDIT UNION — GOETZ CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: GOETZ CREDIT UNION

Form 5500-SF

FILING_RECEIVED

GOETZ CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOETZ CREDIT UNION.

Plan sponsor

Name

GOETZ CREDIT UNION

EIN

44-0261775

Address

1905 HOWARD ST · SAINT JOSEPH, MO · 645011540

Phone

(816) 232-8754

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-12-01

Tax period

2025-11-30

Filed

2026-03-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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