Search public Form 5500 filings

Plans

• planSoutheast Financial Credit Union 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
  $14.6Mreported assets (EOY)
  Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 002Participants: 144Assets: $14,588,929Net assets: $14.6MAssets / participant: $101.3KLocation: Franklin, TNLatest: 2023
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• planSoutheast Financial Credit Union Defined Benefit Plan And TrustFinancial statementProvider compensation2023 filing
  $10.2Mreported assets (EOY)
  Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 001Participants: 172Assets: $10,224,229Net assets: $10.2MAssets / participant: $59.4KLocation: Franklin, TNLatest: 2023
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• planSoutheast Financial Credit Union Welfare Benefit Plan2023 filing
  Sponsor: Southeast Financial Credit UnionEIN: 62-0382058Plan: 501Participants: 133Assets: not reported in the loaded datasetLocation: Franklin, TNLatest: 2023
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