Scott Credit Union 401(K) Plan — Form 5500 plan (Scott Credit Union)
Plain-English plan 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, Scott Credit Union 401(K) Plan is a benefit plan reported by Scott Credit Union under EIN 37-0732817 and plan number 003. The latest loaded filing year is 2023. The filing reports 458 participants and $18,412,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scott Credit Union
- EIN
- 37-0732817
- Plan number
- 003
- Plan type
- 2
- Location
- Edwardsville, IL
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $18,412,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20241009091757NAL0009065539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,412,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,412,101
- Net assets (BOY)
- $14,695,938
Income & contributions
- Employer contributions
- $986,221
- Participant contributions
- $1,322,275
- Total contributions
- $2,671,310
- Total income / additions
- $5,187,602
Expenses & distributions
- Benefits paid
- $1,356,805
- Administrative expenses
- $56,475
- Total expenses
- $1,471,439
- Net increase / (decrease)
- $3,716,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $24,645 | $0 | 2023 |
| Benefit Plans Plus, LLC | THIRD PARTY ADMIN | $15,850 | $0 | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY-PLAN | $3,262 | not reported in the loaded dataset | 2023 |