Superior Choice Credit Union 401(K) Plan & Trust — Form 5500 plan (Superior Choice Credit Union)
Plain-English plan 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, Superior Choice Credit Union 401(K) Plan & Trust is a benefit plan reported by Superior Choice Credit Union under EIN 39-0906277 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $3,728,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Superior Choice Credit Union
- EIN
- 39-0906277
- Plan number
- 002
- Plan type
- 2
- Location
- Superior, WI
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $3,728,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241016111907NAL0015747779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,728,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,728,841
- Net assets (BOY)
- $2,582,823
Income & contributions
- Employer contributions
- $256,899
- Participant contributions
- $576,365
- Total contributions
- $923,435
- Total income / additions
- $1,489,884
Expenses & distributions
- Benefits paid
- $325,367
- Administrative expenses
- $18,499
- Total expenses
- $343,866
- Net increase / (decrease)
- $1,146,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $18,499 | $0 | 2023 |