2023 Form 5500 filing — Selco Community Credit Union Retirement Contribution 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 20241014151615NAL0045054480001) for Selco Community Credit Union Retirement Contribution Plan, reported by Selco Community Credit Union under EIN 93-0163693 and plan number 002. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151615NAL0045054480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Selco Community Credit Union
- EIN
- 93-0163693
- Plan number
- 002
- Location
- Springfield, OR
- Participants
- 555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,861,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,861,029
- Employer contributions
- $2,310,961
- Participant contributions
- $2,116,437
- Total income / additions
- $10,832,524
- Benefits paid
- $4,808,888
- Administrative expenses
- $101,188
- Total expenses
- $4,910,076
- Net increase / (decrease)
- $5,922,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roehl & Yi Investment Adv LLC | INVESTMENT ADVISOR | $43,412 | not reported in the loaded dataset |