2023 Form 5500 filing — Knoxville Tva Employees Credit Union Employee Savings Plan

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 20240915133429NAL0000902256001) for Knoxville Tva Employees Credit Union Employee Savings Plan, reported by Knoxville Tva Employees Credit Union under EIN 62-0263105 and plan number 001. It reports 585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$34.3MReported net assets$34,330,098
Participants585
Provider compensation$84.4K1 Schedule C row(s)$84,400
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240915133429NAL0000902256001
Plan sponsor
Knoxville Tva Employees Credit Union
EIN
62-0263105
Plan number
001
Location
Knoxville, TN
Received date
not reported in the loaded dataset
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)$34.3M total assets
Net assets$34.3MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
Employer$1M
Participant$2.6M
Full reported line items
Total assets (EOY)
$34,330,098
Total liabilities (EOY)
$0
Net assets (EOY)
$34,330,098
Employer contributions
$1,020,111
Participant contributions
$2,595,399
Total income / additions
$8,611,604
Benefits paid
$2,764,023
Administrative expenses
$84,400
Total expenses
$2,848,423
Net increase / (decrease)
$5,763,181
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $84.4K · Indirect $0

Related Form 5500 pages