Plan5500

Southeast Financial Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Southeast Financial 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, Southeast Financial Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Southeast Financial Credit Union under EIN 62-0382058 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $10,224,229 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.2MPlan net assets, end of year$10,224,229
Participants172Covered participants reported
Assets / participant$59.4KComputed: assets ÷ participants$59,443 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Southeast Financial Credit Union
EIN
62-0382058
Plan number
001
Plan type
2
Location
Franklin, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    172 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)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$114.2K
Benefits paid / distributions$114.2K
Full reported line items

Net assets

Total assets (EOY)
$10,224,229
Total liabilities (EOY)
$0
Net assets (EOY)
$10,224,229
Net assets (BOY)
$9,049,677

Income & contributions

Total contributions
$0
Total income / additions
$1,288,767

Expenses & distributions

Benefits paid
$114,215
Administrative expenses
$0
Total expenses
$114,215
Net increase / (decrease)
$1,174,552
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 assets1%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Minnesota Life Insurance Company$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Southeast Financial Credit Union Defined Benefit Plan And Trust?
Southeast Financial Credit Union Defined Benefit Plan And Trust is reported as sponsored by Southeast Financial Credit Union (EIN 62-0382058, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Southeast Financial Credit Union Defined Benefit Plan And Trust?
The latest Form 5500 filing year loaded for Southeast Financial Credit Union Defined Benefit Plan And Trust is 2023.
How many participants does Southeast Financial Credit Union Defined Benefit Plan And Trust report?
Southeast Financial Credit Union Defined Benefit Plan And Trust reports 172 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Southeast Financial Credit Union Defined Benefit Plan And Trust?
Southeast Financial Credit Union Defined Benefit Plan And Trust reports $10,224,229 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages