2023 Form 5500 filing — Listerhill 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 20241011124456NAL0036937120001) for Listerhill Credit Union 401(K) Plan, reported by Listerhill Credit Union under EIN 63-0333902 and plan number 003. It reports 286 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)$14MReported net assets$14,030,144
Participants286
Provider compensation$26.4K1 Schedule C row(s)$26,390
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011124456NAL0036937120001
- Plan sponsor
- Listerhill Credit Union
- EIN
- 63-0333902
- Plan number
- 003
- Location
- Muscle Shoals, AL
- 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)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,030,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,030,144
- Employer contributions
- $640,217
- Participant contributions
- $1,201,931
- Total income / additions
- $3,810,202
- Benefits paid
- $1,196,030
- Administrative expenses
- $26,390
- Total expenses
- $1,222,420
- Net increase / (decrease)
- $2,587,782
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $26,390 | $0 |