Space Coast Credit Union 401(K) Savings Plan — Form 5500 plan (Space Coast 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, Space Coast Credit Union 401(K) Savings Plan is a benefit plan reported by Space Coast Credit Union under EIN 59-0746906 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,486 participants and $62,549,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Space Coast Credit Union
EIN
59-0746906
Plan number
002
Plan type
2
Location
Melbourne, FL
Latest filing year
2023
Participants
1,486
End-of-year plan assets
$62,549,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,486H, C20241015144306NAL0014870019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,549,647
Total liabilities (EOY)
$0
Net assets (EOY)
$62,549,647
Net assets (BOY)
$49,736,210

Income & contributions

Employer contributions
$2,601,974
Participant contributions
$3,658,614
Total contributions
$7,121,692
Total income / additions
$16,731,944

Expenses & distributions

Benefits paid
$3,890,388
Administrative expenses
$28,119
Total expenses
$3,918,507
Net increase / (decrease)
$12,813,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$28,163$02023
Charles Schwab Trust BankNONE$10$18,5542023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages