2023 Form 5500 filing — American United Federal Credit Union 401(K) 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 20241008145939NAL0017838321001) for American United Federal Credit Union 401(K) Plan, reported by American United Federal Credit Union under EIN 87-0219133 and plan number 002. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145939NAL0017838321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American United Federal Credit Union
- EIN
- 87-0219133
- Plan number
- 002
- Location
- West Jordan, UT
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,422,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,422,731
- Employer contributions
- $214,060
- Participant contributions
- $287,771
- Total income / additions
- $1,050,461
- Benefits paid
- $80,428
- Administrative expenses
- $26,883
- Total expenses
- $107,311
- Net increase / (decrease)
- $943,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $13,416 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | NONE | $7,266 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc | NONE | $6,201 | not reported in the loaded dataset |