2023 Form 5500 filing — Scott Credit Union 401(K) 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 20241009091757NAL0009065539001) for Scott Credit Union 401(K) Plan, reported by Scott Credit Union under EIN 37-0732817 and plan number 003. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009091757NAL0009065539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scott Credit Union
- EIN
- 37-0732817
- Plan number
- 003
- Location
- Edwardsville, IL
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,412,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,412,101
- Employer contributions
- $986,221
- Participant contributions
- $1,322,275
- Total income / additions
- $5,187,602
- Benefits paid
- $1,356,805
- Administrative expenses
- $56,475
- Total expenses
- $1,471,439
- Net increase / (decrease)
- $3,716,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $24,645 | $0 |
| Benefit Plans Plus, LLC | THIRD PARTY ADMIN | $15,850 | $0 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY-PLAN | $3,262 | not reported in the loaded dataset |