Listerhill Credit Union 401(K) Plan — 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 401(K) Plan is a benefit plan reported by Listerhill Credit Union under EIN 63-0333902 and plan number 003. The latest loaded filing year is 2023. The filing reports 286 participants and $14,030,144 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
- 003
- Plan type
- 2
- Location
- Muscle Shoals, AL
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $14,030,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241011124456NAL0036937120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,030,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,030,144
- Net assets (BOY)
- $11,442,362
Income & contributions
- Employer contributions
- $640,217
- Participant contributions
- $1,201,931
- Total contributions
- $1,851,655
- Total income / additions
- $3,810,202
Expenses & distributions
- Benefits paid
- $1,196,030
- Administrative expenses
- $26,390
- Total expenses
- $1,222,420
- Net increase / (decrease)
- $2,587,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $26,390 | $0 | 2023 |