Allsouth Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Allsouth Federal Credit Union (EIN 57-0407742) is a plan sponsor located in Columbia, SC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
57-0407742
Location
Columbia, SC
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$113,381,494
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$113,381,494

Contributions & income

Employer contributions
$2,000,000
Participant contributions
$981,492
Total income / additions
$16,671,716

Expenses & distributions

Benefits paid / distributions
$3,581,705
Total expenses
$3,752,439
Net increase / (decrease)
$12,919,277

Coverage

Total reported participants
960
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Allsouth Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Allsouth Federal Credit Union Defined Benefit Plan And Trust001310$101,169,9662023
Allsouth Federal Credit Union 401(K) Plan And Trust002342$12,211,5282023
Allsouth Federal Credit Union Employee Welfare Benefit Plan520308not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allsouth Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Allsouth Federal Credit Union Employee Welfare Benefit Plan30820240612162153NAL0029510641001
2023Allsouth Federal Credit Union 401(K) Plan And Trust342H, C20240925100608NAL0028765170001
2023Allsouth Federal Credit Union Defined Benefit Plan And Trust310H, C20250731091822NAL0005798401001

Related Form 5500 pages