2023 Form 5500 filing — The Southern Credit Union 401(K) Plan And Trust
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 20240909073048NAL0008812354001) for The Southern Credit Union 401(K) Plan And Trust, reported by The Southern Credit Union under EIN 58-0905515 and plan number 002. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13MReported net assets$13,005,051
Participants92
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240909073048NAL0008812354001
- Plan sponsor
- The Southern Credit Union
- EIN
- 58-0905515
- Plan number
- 002
- Location
- Fayetteville, GA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,005,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,005,051
- Employer contributions
- $462,498
- Participant contributions
- $394,702
- Total income / additions
- $2,239,557
- Benefits paid
- $276,082
- Administrative expenses
- $30,825
- Total expenses
- $306,907
- Net increase / (decrease)
- $1,932,650