Selco Community Credit Union Retirement Contribution Plan — Form 5500 plan (Selco Community 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, Selco Community Credit Union Retirement Contribution Plan is a benefit plan reported by Selco Community Credit Union under EIN 93-0163693 and plan number 002. The latest loaded filing year is 2023. The filing reports 555 participants and $40,861,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Selco Community Credit Union
- EIN
- 93-0163693
- Plan number
- 002
- Plan type
- 2
- Location
- Springfield, OR
- Latest filing year
- 2023
- Participants
- 555
- End-of-year plan assets
- $40,861,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 555 | H, C | 20241014151615NAL0045054480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,861,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,861,029
- Net assets (BOY)
- $34,938,581
Income & contributions
- Employer contributions
- $2,310,961
- Participant contributions
- $2,116,437
- Total contributions
- $5,157,712
- Total income / additions
- $10,832,524
Expenses & distributions
- Benefits paid
- $4,808,888
- Administrative expenses
- $101,188
- Total expenses
- $4,910,076
- Net increase / (decrease)
- $5,922,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roehl & Yi Investment Adv LLC | INVESTMENT ADVISOR | $43,412 | not reported in the loaded dataset | 2023 |