2023 Form 5500 filing — Oucu Financial Credit Union 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808120213NAL0002803171001) for Oucu Financial Credit Union 401k Plan, reported by Oucu Financial Credit Union Inc. under EIN 31-6040060 and plan number 003. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19MReported net assets$18,967,890
Participants144
Provider compensation$39.6K1 Schedule C row(s)$39,573
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240808120213NAL0002803171001
- Plan sponsor
- Oucu Financial Credit Union Inc.
- EIN
- 31-6040060
- Plan number
- 003
- Location
- Athens, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,967,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,967,890
- Employer contributions
- $786,250
- Participant contributions
- $494,203
- Total income / additions
- $3,578,625
- Benefits paid
- $783,980
- Administrative expenses
- $426
- Total expenses
- $784,406
- Net increase / (decrease)
- $2,794,219
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,026 | $38,547 |