Oucu Financial Credit Union 401k Plan — Form 5500 plan (Oucu Financial Credit Union Inc.)
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, Oucu Financial Credit Union 401k Plan is a benefit plan reported by Oucu Financial Credit Union Inc. under EIN 31-6040060 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $18,967,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oucu Financial Credit Union Inc.
- EIN
- 31-6040060
- Plan number
- 003
- Plan type
- 2
- Location
- Athens, OH
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $18,967,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20240808120213NAL0002803171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,967,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,967,890
- Net assets (BOY)
- $16,173,671
Income & contributions
- Employer contributions
- $786,250
- Participant contributions
- $494,203
- Total contributions
- $1,283,127
- Total income / additions
- $3,578,625
Expenses & distributions
- Benefits paid
- $783,980
- Administrative expenses
- $426
- Total expenses
- $784,406
- Net increase / (decrease)
- $2,794,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,026 | $38,547 | 2023 |