2023 Form 5500 filing — Allsouth Federal Credit Union 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 20240925100608NAL0028765170001) for Allsouth Federal Credit Union 401(K) Plan And Trust, reported by Allsouth Federal Credit Union under EIN 57-0407742 and plan number 002. It reports 342 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)$12.2MReported net assets$12,211,528
Participants342
Provider compensation$32.7K2 Schedule C row(s)$32,666
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925100608NAL0028765170001
Plan sponsor
Allsouth Federal Credit Union
EIN
57-0407742
Plan number
002
Location
Columbia, SC
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)$12.2M total assets
Net assets$12.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
EmployerNot reported
Participant$981.5K
Full reported line items
Total assets (EOY)
$12,211,528
Total liabilities (EOY)
$0
Net assets (EOY)
$12,211,528
Participant contributions
$981,492
Total income / additions
$2,687,537
Benefits paid
$1,271,504
Administrative expenses
$32,528
Total expenses
$1,304,032
Net increase / (decrease)
$1,383,505
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $23.3K · Indirect $0
  2. 2
    NONE · Direct $9.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925100608NAL0028765170001 cover?
It is the 2023 Form 5500 filing for Allsouth Federal Credit Union 401(K) Plan And Trust, reported by Allsouth Federal Credit Union (EIN 57-0407742).
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