Plan5500

Winsouth Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Winsouth 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, Winsouth Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Winsouth Credit Union under EIN 63-0371386 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $10,816,717 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winsouth Credit Union
EIN
63-0371386
Plan number
001
Plan type
2
Location
Gadsden, AL
Latest filing year
2023
Participants
104
End-of-year plan assets
$10,816,717

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20241001085912NAL0006832673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,816,717
Total liabilities (EOY)
$0
Net assets (EOY)
$10,816,717
Net assets (BOY)
$9,242,934

Income & contributions

Total contributions
$0
Total income / additions
$1,747,895

Expenses & distributions

Benefits paid
$127,286
Administrative expenses
$46,826
Total expenses
$174,112
Net increase / (decrease)
$1,573,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$37,461$02023
Members Capital Advisors, Inc.NONE$9,365not reported in the loaded dataset2023

Related Form 5500 pages