Plan5500

Southeast Financial 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, Southeast Financial Credit Union (EIN 62-0382058) is a plan sponsor located in Franklin, TN 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
62-0382058
Location
Franklin, TN
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.8MSummed across loaded plans$24,813,158
Total reported assets$24.8M$24,813,158
Total reported participants449
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.8M total assets
Net assets$24.8MLiabilities$0
Contributions & income
Employer contributions$257.2K
Participant contributions$478K
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets59%Southeast Financial Credit Union 401(K) Plan And Trust
Participants per plan150Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southeast Financial Credit Union 401(K) Plan And Trust$14.6M
    Plan #002 · 144 participants · 2023
  2. 2
    Southeast Financial Credit Union Defined Benefit Plan And Trust$10.2M
    Plan #001 · 172 participants · 2023
  3. 3
    Southeast Financial Credit Union Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 133 participants · 2023

Search all 3 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southeast Financial Credit Union. Open one for its full reported snapshot.

  1. 2023
    Southeast Financial Credit Union 401(K) Plan And Trust144 participants · 2Sch HSch C
    View filing →
  2. 2023
    Southeast Financial Credit Union Defined Benefit Plan And Trust172 participants · 2Sch HSch C
    View filing →
  3. 2023
    Southeast Financial Credit Union Welfare Benefit Plan133 participants · 2No schedules
    View filing →

Related Form 5500 pages