Plan5500

Listerhill Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Listerhill 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, Listerhill Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Listerhill Credit Union under EIN 63-0333902 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $26,417,664 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Listerhill Credit Union
EIN
63-0333902
Plan number
001
Plan type
2
Location
Muscle Shoals, AL
Latest filing year
2023
Participants
262
End-of-year plan assets
$26,417,664

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241011124234NAL0044314418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,417,664
Total liabilities (EOY)
$0
Net assets (EOY)
$26,417,664
Net assets (BOY)
$24,488,417

Income & contributions

Total contributions
$0
Total income / additions
$2,568,741

Expenses & distributions

Benefits paid
$478,488
Administrative expenses
$161,006
Total expenses
$639,494
Net increase / (decrease)
$1,929,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inst Asset Mgmt CoNONE$98,040not reported in the loaded dataset2023
Fid Inv Inst Ops CoNONE$65,131not reported in the loaded dataset2023

Related Form 5500 pages