How many benefit plans does Southeast Financial Credit Union report on Form 5500?

Southeast Financial Credit Union (EIN 62-0382058) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Southeast Financial Credit Union?

The Employer Identification Number (EIN) reported for Southeast Financial Credit Union is 62-0382058.

What is the latest Form 5500 filing year for Southeast Financial Credit Union?

The latest loaded Form 5500 filing year for Southeast Financial Credit Union is 2023.

Southeast Financial Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Financial Credit Union (EIN 62-0382058) is a plan sponsor located in Franklin, TN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 62-0382058
Location: Franklin, TN
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southeast Financial Credit Union

3 loaded plans hold $24.8M in reported assets.
The largest, Southeast Financial Credit Union 401(K) Plan And Trust, holds 59% of this company's reported plan assets.
Plans cover 449 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.8MSummed across loaded plans$24,813,158

Total reported assets$24.8M$24,813,158

Total reported participants449

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.8M total assets

Net assets$24.8MLiabilities$0

Contributions & income

Employer contributions$257.2K

Participant contributions$478K

Total income / additions$4M

Expenses & distributions

Benefits paid / distributions$1.5M

Total expenses$1.5M

Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets59%Southeast Financial Credit Union 401(K) Plan And Trust

Participants per plan150Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Southeast Financial Credit Union 401(K) Plan And Trust$14.6M
Plan #002 · 144 participants · 2023
2
Southeast Financial Credit Union Defined Benefit Plan And Trust$10.2M
Plan #001 · 172 participants · 2023
3
Southeast Financial Credit Union Welfare Benefit Plannot reported in the loaded dataset
Plan #501 · 133 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southeast Financial Credit Union. Open one for its full reported snapshot.

2023
Southeast Financial Credit Union 401(K) Plan And Trust144 participants · 2Sch HSch C
View filing →
2023
Southeast Financial Credit Union Defined Benefit Plan And Trust172 participants · 2Sch HSch C
View filing →
2023
Southeast Financial Credit Union Welfare Benefit Plan133 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southeast Financial Credit Union report on Form 5500?: Southeast Financial Credit Union (EIN 62-0382058) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southeast Financial Credit Union?: The Employer Identification Number (EIN) reported for Southeast Financial Credit Union is 62-0382058.
What is the latest Form 5500 filing year for Southeast Financial Credit Union?: The latest loaded Form 5500 filing year for Southeast Financial Credit Union is 2023.