401k Plan data: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN plan

PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
Plan identification number	002

PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PEACH STATE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: PEACH STATE FEDERAL CREDIT UNION

Employer identification number (EIN): 586034029

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 DEMITRA HOULIS 2023-10-10 DEMITRA HOULIS 2023-10-10
002 2022-01-01 DEMITRA HOULIS 2024-01-07 DEMITRA HOULIS 2024-01-07
002 2021-01-01 R. MARSHALL BOUTWELL 2022-08-30 R. MARSHALL BOUTWELL 2022-08-30
002 2020-01-01 MICHAEL SANTORO 2021-10-12 MICHAEL SANTORO 2021-10-12
002 2019-01-01
002 2019-01-01
002 2018-01-01 MICHAEL SANTORO 2019-10-06 MICHAEL SANTORO 2019-10-06
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 LAURA RYLL 2015-06-02
002 2013-01-01 LAURA RYLL 2014-07-24
002 2012-01-01 LAURA RYLL 2013-04-24
002 2011-01-01 LAURA RYLL 2012-07-23
002 2010-01-01 LAURA RYLL 2011-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01	DEMITRA HOULIS	2023-10-10	DEMITRA HOULIS	2023-10-10
002	2022-01-01	DEMITRA HOULIS	2024-01-07	DEMITRA HOULIS	2024-01-07
002	2021-01-01	R. MARSHALL BOUTWELL	2022-08-30	R. MARSHALL BOUTWELL	2022-08-30
002	2020-01-01	MICHAEL SANTORO	2021-10-12	MICHAEL SANTORO	2021-10-12
002	2019-01-01
002	2019-01-01
002	2018-01-01	MICHAEL SANTORO	2019-10-06	MICHAEL SANTORO	2019-10-06
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	LAURA RYLL	2015-06-02
002	2013-01-01	LAURA RYLL	2014-07-24
002	2012-01-01	LAURA RYLL	2013-04-24
002	2011-01-01	LAURA RYLL	2012-07-23
002	2010-01-01	LAURA RYLL	2011-06-28

Plan Statistics for PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 213
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 34
Total of all active and inactive participants 2023-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 247
Number of participants with account balances 2023-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 18
2022: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 207
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 258
Number of participants with account balances 2022-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 186
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 53
Total of all active and inactive participants 2021-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 241
Number of participants with account balances 2021-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 195
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 236
Number of participants with account balances 2020-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 191
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 36
Total of all active and inactive participants 2019-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 227
Number of participants with account balances 2019-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 181
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 210
Number of participants with account balances 2018-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 146
Number of participants with account balances 2017-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 142
Number of participants with account balances 2016-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8

Measure	Date	Value
2023: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	213
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	34
Total of all active and inactive participants	2023-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	247
Number of participants with account balances	2023-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	18
2022: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	207
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	258
Number of participants with account balances	2022-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	186
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	53
Total of all active and inactive participants	2021-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	241
Number of participants with account balances	2021-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	195
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	236
Number of participants with account balances	2020-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	191
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	36
Total of all active and inactive participants	2019-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	227
Number of participants with account balances	2019-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	181
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	210
Number of participants with account balances	2018-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	146
Number of participants with account balances	2017-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	142
Number of participants with account balances	2016-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8

Financial Data on PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$141,393
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,934,650
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,074,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$991,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,387,294
Value of total assets at end of year	2023-12-31	$20,503,944
Value of total assets at beginning of year	2023-12-31	$16,502,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$82,921
Total interest from all sources	2023-12-31	$16,519
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$622,807
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$622,807
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$740,397
Participant contributions at end of year	2023-12-31	$323,545
Participant contributions at beginning of year	2023-12-31	$240,815
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$23,644
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$254,642
Administrative expenses (other) incurred	2023-12-31	$17,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,860,340
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$20,503,944
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$16,502,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$57,356
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$19,367,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$16,043,796
Interest on participant loans	2023-12-31	$16,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$813,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$155,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$155,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,908,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,392,255
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$38,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$991,389
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	WIPFLI LLP
Accountancy firm EIN	2023-12-31	390758449
2022 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,157,017
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,871,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,792,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,811,776
Value of total assets at end of year	2022-12-31	$16,502,211
Value of total assets at beginning of year	2022-12-31	$19,530,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$78,874
Total interest from all sources	2022-12-31	$17,099
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$419,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$419,802
Administrative expenses professional fees incurred	2022-12-31	$78,874
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$697,724
Participant contributions at end of year	2022-12-31	$240,815
Participant contributions at beginning of year	2022-12-31	$240,083
Participant contributions at end of year	2022-12-31	$23,644
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$93,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,028,705
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,502,211
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,530,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,043,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,215,466
Interest on participant loans	2022-12-31	$17,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$155,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$75,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$75,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,405,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,020,154
Employer contributions (assets) at end of year	2022-12-31	$38,663
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,792,814
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,025,437
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$695,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$612,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,716,040
Value of total assets at end of year	2021-12-31	$19,530,916
Value of total assets at beginning of year	2021-12-31	$16,200,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$82,149
Total interest from all sources	2021-12-31	$12,395
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$469,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$469,483
Administrative expenses professional fees incurred	2021-12-31	$82,149
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$629,259
Participant contributions at end of year	2021-12-31	$240,083
Participant contributions at beginning of year	2021-12-31	$219,349
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$136,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,330,397
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,530,916
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,200,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$19,215,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,907,641
Interest on participant loans	2021-12-31	$12,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$75,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$63,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$63,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,827,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$950,230
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$9,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$612,891
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,235,689
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,377,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,309,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,610,132
Value of total assets at end of year	2020-12-31	$16,200,519
Value of total assets at beginning of year	2020-12-31	$14,342,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$68,165
Total interest from all sources	2020-12-31	$12,520
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$372,303
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$372,303
Administrative expenses professional fees incurred	2020-12-31	$68,165
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$648,980
Participant contributions at end of year	2020-12-31	$219,349
Participant contributions at beginning of year	2020-12-31	$206,701
Participant contributions at beginning of year	2020-12-31	$107
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,857,882
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,200,519
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,342,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,907,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,118,551
Interest on participant loans	2020-12-31	$12,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$63,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$15,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$15,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,240,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$955,044
Employer contributions (assets) at end of year	2020-12-31	$9,679
Employer contributions (assets) at beginning of year	2020-12-31	$2,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,309,642
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$120,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,793,855
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$688,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$622,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,481,139
Value of total assets at end of year	2019-12-31	$14,342,637
Value of total assets at beginning of year	2019-12-31	$11,116,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$66,005
Total interest from all sources	2019-12-31	$9,903
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$369,679
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$369,679
Administrative expenses professional fees incurred	2019-12-31	$66,005
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$602,305
Participant contributions at end of year	2019-12-31	$206,701
Participant contributions at beginning of year	2019-12-31	$218,381
Participant contributions at end of year	2019-12-31	$107
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,105,264
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,342,637
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,116,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,118,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,877,736
Interest on participant loans	2019-12-31	$9,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$15,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$20,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$20,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,933,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$872,317
Employer contributions (assets) at end of year	2019-12-31	$2,097
Employer contributions (assets) at beginning of year	2019-12-31	$-113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$622,586
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$692,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$791,151
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$547,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$488,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,398,131
Value of total assets at end of year	2018-12-31	$11,116,570
Value of total assets at beginning of year	2018-12-31	$10,181,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$59,433
Total interest from all sources	2018-12-31	$12,168
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$338,747
Administrative expenses professional fees incurred	2018-12-31	$59,433
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$500,218
Participant contributions at end of year	2018-12-31	$218,381
Participant contributions at beginning of year	2018-12-31	$283,252
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$11,934
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$145,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$243,186
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,116,570
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,181,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,877,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,860,011
Interest on participant loans	2018-12-31	$12,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$20,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$5,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$5,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-957,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$752,647
Employer contributions (assets) at end of year	2018-12-31	$-113
Employer contributions (assets) at beginning of year	2018-12-31	$20,775
Income. Dividends from common stock	2018-12-31	$338,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$488,532
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PORTER KEADLE MOORE, LLC
Accountancy firm EIN	2018-12-31	581303048
2017 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,017,665
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$262,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$201,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,806,222
Value of total assets at end of year	2017-12-31	$10,181,257
Value of total assets at beginning of year	2017-12-31	$7,426,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$61,107
Total interest from all sources	2017-12-31	$11,359
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$296,081
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$296,081
Administrative expenses professional fees incurred	2017-12-31	$61,107
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$369,965
Participant contributions at end of year	2017-12-31	$283,252
Participant contributions at beginning of year	2017-12-31	$225,633
Participant contributions at end of year	2017-12-31	$11,934
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$851,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,755,169
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,181,257
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,426,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,860,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,195,294
Interest on participant loans	2017-12-31	$11,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$5,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$5,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$5,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$904,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$584,898
Employer contributions (assets) at end of year	2017-12-31	$20,775
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$201,389
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PORTER KEADLE MOORE, LLC
Accountancy firm EIN	2017-12-31	581303048
2016 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$245,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,451,666
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$231,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$176,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$839,547
Value of total assets at end of year	2016-12-31	$7,426,088
Value of total assets at beginning of year	2016-12-31	$5,960,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$55,682
Total interest from all sources	2016-12-31	$10,445
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$240,029
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$240,029
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$314,539
Participant contributions at end of year	2016-12-31	$225,633
Participant contributions at beginning of year	2016-12-31	$212,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,219,882
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,426,088
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,960,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$55,682
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,195,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,743,284
Interest on participant loans	2016-12-31	$10,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$5,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$5,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$5,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$361,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$525,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$176,102
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PORTER KEADLE MOORE, LLC
Accountancy firm EIN	2016-12-31	581303048

Form 5500 Responses for PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

2023: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PEACH STATE FEDERAL CREDIT UNION
Employer identification number (EIN):	586034029
NAIC Classification:	522130
NAIC Description:	Credit Unions