How big is Goetz Credit Union's plan?

Goetz Credit Union's plan reported $142K in assets and 13 participants for 2024.

Original filing (PDF)20260324091612NAL0001434131001

Goetz Credit Union

Name: Goetz Credit Union — Goetz Credit Union 401(k) Plan, Form 5500 (2024)
Creator: Goetz Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goetz Credit Union 401(k) Plan and Trust

401(k) retirement plan · Goetz Credit Union's Goetz Credit Union 401(k) Plan and Trust held $142K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

People on this filing

Sonda Davidson signed Goetz Credit Union's 2024 Form 5500 as plan administrator.

Sonda Davidson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Goetz Credit Union's EIN is 44-0261775.

EIN 44-0261775

Plan number 002

Plan year 2024

ACK ID 20260324091612NAL0001434131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goetz Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goetz Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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