The Southern Credit Union 401(K) Plan And Trust — Form 5500 plan (The Southern 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, The Southern Credit Union 401(K) Plan And Trust is a benefit plan reported by The Southern Credit Union under EIN 58-0905515 and plan number 002. The latest loaded filing year is 2023. The filing reports 92 participants and $13,005,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Southern Credit Union
- EIN
- 58-0905515
- Plan number
- 002
- Plan type
- 2
- Location
- Fayetteville, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20240909073048NAL0008812354001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $13,005,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,005,051
- Net assets (BOY)
- $11,072,401
Income & contributions
- Employer contributions
- $462,498
- Participant contributions
- $394,702
- Total income / additions
- $2,239,557
Expenses & distributions
- Benefits paid
- $276,082
- Administrative expenses
- $30,825
- Total expenses
- $306,907
- Net increase / (decrease)
- $1,932,650
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.