Plan5500

Allsouth Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Allsouth Federal 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, Allsouth Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Allsouth Federal Credit Union under EIN 57-0407742 and plan number 002. The latest loaded filing year is 2023. The filing reports 342 participants and $12,211,528 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.2MPlan net assets, end of year$12,211,528
Participants342Covered participants reported
Assets / participant$35.7KComputed: assets ÷ participants$35,706 (computed)
Provider compensation$32.7K2 Schedule C provider row(s)$32,666
Plan sponsor
Allsouth Federal Credit Union
EIN
57-0407742
Plan number
002
Plan type
2
Location
Columbia, SC
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    342 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.2M total assets
Net assets$12.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
EmployerNot reported
Participant$981.5K
Full reported line items

Net assets

Total assets (EOY)
$12,211,528
Total liabilities (EOY)
$0
Net assets (EOY)
$12,211,528
Net assets (BOY)
$10,828,023

Income & contributions

Participant contributions
$981,492
Total contributions
$1,104,059
Total income / additions
$2,687,537

Expenses & distributions

Benefits paid
$1,271,504
Administrative expenses
$32,528
Total expenses
$1,304,032
Net increase / (decrease)
$1,383,505
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cmfg Life Insurance Company$23.3K
    NONE · Direct $23.3K · Indirect $0
  2. 2
    Members Capital Advisors, Inc.$9.4K
    NONE · Direct $9.4K

Related Form 5500 pages