Southeast Financial Credit Union

Tennessee
Registered In
06/04/2009
Incorp. Date

Company Summary

Southeast Financial Credit Union at 220 S Royal Oaks Blvd Adam Toungette, Franklin, Tn 37064 lists Tisha Zello of Franklin, TN.

Registered In
Tennessee
Incorporation Date
Registration Type
Domestic
Company Type
Nonprofit Corporation
Status
Active
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Tisha Zello Registered Agent
220 S ROYAL OAKS BLVD, FRANKLIN, TN 37064
220 S ROYAL OAKS BLVD ADAM TOUNGETTE, FRANKLIN, TN 37064 View Map

Financial Information for Southeast Financial Credit Union

Form 5500

SOUTHEAST FINANCIAL CREDIT UNION

220 S Royal Oaks Blvd, Franklin, Tn 37064 (615) 465-5465 EIN:62-0382058 Plan Admin:Lelah C. Hill
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY143 / 145 Assets BOY/EOY$14,566,701 / $13,205,929 2022 SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 143 / 145 $14,566,701 / $13,205,929
2022 Plan NameSOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY169 / 166 Assets BOY/EOY$10,969,834 / $9,049,677 2022 SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001 169 / 166 $10,969,834 / $9,049,677
2022 Plan NameSOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY122 / 0 Assets BOY/EOY$0 / $0 2022 SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN - Plan #501 122 / 0 $0 / $0
2021 Plan NameSOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY146 / 140 Assets BOY/EOY$12,742,261 / $14,566,701 2021 SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 146 / 140 $12,742,261 / $14,566,701
2021 Plan NameSOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY173 / 164 Assets BOY/EOY$10,173,857 / $10,969,834 2021 SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001 173 / 164 $10,173,857 / $10,969,834
2021 Plan NameSOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY134 / 0 Assets BOY/EOY$0 / $0 2021 SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN - Plan #501 134 / 0 $0 / $0
2020 Plan NameSOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY134 / 145 Assets BOY/EOY$11,167,157 / $12,742,261 2020 SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 134 / 145 $11,167,157 / $12,742,261
2020 Plan NameSOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY166 / 162 Assets BOY/EOY$9,665,346 / $10,173,857 2020 SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001 166 / 162 $9,665,346 / $10,173,857
2020 Plan NameSOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY137 / 0 Assets BOY/EOY$0 / $0 2020 SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN - Plan #501 137 / 0 $0 / $0
2019 Plan NameSOUTHEAST FINANCIAL CREDIT UNION 401K PLAN AND TRUST Plan #002 Participants BOY/EOY153 / 135 Assets BOY/EOY$8,900,896 / $11,167,157 2019 SOUTHEAST FINANCIAL CREDIT UNION 401K PLAN AND TRUST - Plan #002 153 / 135 $8,900,896 / $11,167,157
2019 Plan NameSOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Plan #001 Participants BOY/EOY178 / 158 Assets BOY/EOY$8,346,121 / $9,665,346 2019 SOUTHEAST FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST - Plan #001 178 / 158 $8,346,121 / $9,665,346
2019 Plan NameSOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY131 / 0 Assets BOY/EOY$0 / $0 2019 SOUTHEAST FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN - Plan #501 131 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

SOUTHEAST FINANCIAL CREDIT UNION

220 S Royal Oaks Blvd, Franklin, Tn 37064-5313 EIN:62-0382058 Deductibility:Contributions are not deductible Classification:Credit Union
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps173 Contributions$0 Revenue$24,888,572 Expenses$23,487,341 Assets EOY$454,815,364 Liabilities$421,475,021 2022 173 $0 $24,888,572 $23,487,341 $454,815,364 $421,475,021
2021 # of Emps166 Contributions$0 Revenue$24,675,556 Expenses$22,216,703 Assets EOY$457,364,506 Liabilities$424,389,442 2021 166 $0 $24,675,556 $22,216,703 $457,364,506 $424,389,442
2020 # of Emps162 Contributions$0 Revenue$23,885,264 Expenses$23,908,336 Assets EOY$416,742,002 Liabilities$388,638,597 2020 162 $0 $23,885,264 $23,908,336 $416,742,002 $388,638,597
2019 # of Emps135 Contributions$0 Revenue$24,996,970 Expenses$23,033,507 Assets EOY$382,302,574 Liabilities$353,271,638 2019 135 $0 $24,996,970 $23,033,507 $382,302,574 $353,271,638
2018 # of Emps177 Contributions$0 Revenue$24,005,233 Expenses$22,939,369 Assets EOY$368,449,082 Liabilities$340,753,156 2018 177 $0 $24,005,233 $22,939,369 $368,449,082 $340,753,156
Tax Returns based on Form 990 & 990N.
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Address Match:220 S Royal Oaks Blvd Adam Toungette Franklin, TN
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The following government agencies have contributed data:

Tennessee Secretary of State U.S. Department of Labor Internal Revenue Service
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