Southeast Christian Church Restated Retirement And Savings Plan — Form 5500 plan (Southeast Christian Church Of Jefferson County, Kentucky, Inc.)
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, Southeast Christian Church Restated Retirement And Savings Plan is a benefit plan reported by Southeast Christian Church Of Jefferson County, Kentucky, Inc. under EIN 61-0850307 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $35,618,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Christian Church Of Jefferson County, Kentucky, Inc.
- EIN
- 61-0850307
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $35,618,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20240729144442NAL0019512865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,618,626
- Net assets (EOY)
- $35,618,626
- Net assets (BOY)
- $29,810,994
Income & contributions
- Employer contributions
- $931,613
- Participant contributions
- $1,256,588
- Total contributions
- $2,277,365
- Total income / additions
- $8,589,904
Expenses & distributions
- Benefits paid
- $2,764,776
- Administrative expenses
- $17,496
- Total expenses
- $2,782,272
- Net increase / (decrease)
- $5,807,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | SERVICE PROVIDER | $0 | $39,331 | 2023 |
| Retirement Management Services, LLC | THIRD PARTY ADMINISTRATOR | $0 | $16,124 | 2023 |
| Cherry Bekaert, Llp | ACCOUNTANT | $10,300 | $0 | 2023 |
| Voya Retirement Ins And Annuity Co. | SERVICE PROVIDER | $7,196 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Christian Church Of Jefferson County, Kentucky, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Usi Advisors Inc — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Cherry Bekaert, Llp — Schedule C compensation
- Voya Retirement Ins And Annuity Co. — Schedule C compensation