2023 Form 5500 filing — Space Coast Credit Union 401(K) Savings 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 20241015144306NAL0014870019001) for Space Coast Credit Union 401(K) Savings Plan, reported by Space Coast Credit Union under EIN 59-0746906 and plan number 002. It reports 1,486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144306NAL0014870019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Space Coast Credit Union
- EIN
- 59-0746906
- Plan number
- 002
- Location
- Melbourne, FL
- Participants
- 1,486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,549,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,549,647
- Employer contributions
- $2,601,974
- Participant contributions
- $3,658,614
- Total income / additions
- $16,731,944
- Benefits paid
- $3,890,388
- Administrative expenses
- $28,119
- Total expenses
- $3,918,507
- Net increase / (decrease)
- $12,813,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $28,163 | $0 |
| Charles Schwab Trust Bank | NONE | $10 | $18,554 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |