2023 Form 5500 filing — Southeast Christian Church Restated Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729144442NAL0019512865001) for Southeast Christian Church Restated Retirement And Savings Plan, reported by Southeast Christian Church Of Jefferson County, Kentucky, Inc. under EIN 61-0850307 and plan number 001. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729144442NAL0019512865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeast Christian Church Of Jefferson County, Kentucky, Inc.
- EIN
- 61-0850307
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,618,626
- Net assets (EOY)
- $35,618,626
- Employer contributions
- $931,613
- Participant contributions
- $1,256,588
- Total income / additions
- $8,589,904
- Benefits paid
- $2,764,776
- Administrative expenses
- $17,496
- Total expenses
- $2,782,272
- Net increase / (decrease)
- $5,807,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | SERVICE PROVIDER | $0 | $39,331 |
| Retirement Management Services, LLC | THIRD PARTY ADMINISTRATOR | $0 | $16,124 |
| Cherry Bekaert, Llp | ACCOUNTANT | $10,300 | $0 |
| Voya Retirement Ins And Annuity Co. | SERVICE PROVIDER | $7,196 | $0 |