Amoco Federal Credit Union Capital Accumulation Plan — Form 5500 plan (Amoco Federal 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, Amoco Federal Credit Union Capital Accumulation Plan is a benefit plan reported by Amoco Federal Credit Union under EIN 74-1110077 and plan number 033. The latest loaded filing year is 2023. The filing reports 333 participants and $30,204,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amoco Federal Credit Union
- EIN
- 74-1110077
- Plan number
- 033
- Plan type
- 2
- Location
- Texas City, TX
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $30,204,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20240903083726NAL0033966384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,204,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,204,730
- Net assets (BOY)
- $24,562,173
Income & contributions
- Employer contributions
- $1,366,170
- Participant contributions
- $1,185,511
- Total contributions
- $2,551,681
- Total income / additions
- $7,242,392
Expenses & distributions
- Benefits paid
- $1,542,171
- Administrative expenses
- $57,664
- Total expenses
- $1,599,835
- Net increase / (decrease)
- $5,642,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $90,228 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $11,983 | not reported in the loaded dataset | 2023 |