2023 Form 5500 filing — Listerhill Credit Union Cash Balance Defined Benefit 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 20241011124234NAL0044314418001) for Listerhill Credit Union Cash Balance Defined Benefit Plan And Trust, reported by Listerhill Credit Union under EIN 63-0333902 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124234NAL0044314418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Listerhill Credit Union
- EIN
- 63-0333902
- Plan number
- 001
- Location
- Muscle Shoals, AL
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,417,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,417,664
- Total income / additions
- $2,568,741
- Benefits paid
- $478,488
- Administrative expenses
- $161,006
- Total expenses
- $639,494
- Net increase / (decrease)
- $1,929,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inst Asset Mgmt Co | NONE | $98,040 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | NONE | $65,131 | not reported in the loaded dataset |