2023 Form 5500 filing — Superior Credit Union, Inc. 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 20240514134945NAL0020836499001) for Superior Credit Union, Inc. 401(K) Plan And Trust, reported by Superior Credit Union, Inc. under EIN 34-4455780 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$24.2MReported net assets$24,192,825
Participants247
Provider compensation$189K8 Schedule C row(s)$189,025
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240514134945NAL0020836499001
Plan sponsor
Superior Credit Union, Inc.
EIN
34-4455780
Plan number
002
Location
Elida, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.2M total assets
Net assets$24.2MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$996.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$24,192,825
Total liabilities (EOY)
$0
Net assets (EOY)
$24,192,825
Employer contributions
$996,524
Participant contributions
$1,057,694
Total income / additions
$5,391,355
Benefits paid
$2,831,575
Administrative expenses
$22,707
Total expenses
$2,854,282
Net increase / (decrease)
$2,537,073
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $2.1K · Indirect $55.9K
  2. 2
    NONE · Direct $2.4K · Indirect $51.4K
  3. 3
    NONE · Direct $2.6K · Indirect $40.4K
  4. 4
    RECORDKEEPER · Direct $22.5K · Indirect $0
  5. 5
    NONE · Direct $0 · Indirect $7K
  6. 6
    NONE · Direct $0 · Indirect $4.7K
  7. 7
    NONE · Direct $0 · Indirect $0
  8. 8
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240514134945NAL0020836499001 cover?
It is the 2023 Form 5500 filing for Superior Credit Union, Inc. 401(K) Plan And Trust, reported by Superior Credit Union, Inc. (EIN 34-4455780).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages