Plan5500

Oucu Financial Credit Union Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Inc. (EIN 31-6040060) is a plan sponsor located in Athens, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-6040060
Location
Athens, OH
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19MSummed across loaded plans$18,967,890
Total reported assets$19M$18,967,890
Total reported participants250
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19M total assets
Net assets$19MLiabilities$0
Contributions & income
Employer contributions$786.3K
Participant contributions$494.2K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$784K
Total expenses$784.4K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Oucu Financial Credit Union 401k Plan
Participants per plan125Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Oucu Financial Credit Union 401k Plan$19M
    Plan #003 · 144 participants · 2023
  2. 2
    Oucu Financial Credit Union Inc. Corporate Accident - Accidental Death And Dismemberment Plannot reported in the loaded dataset
    Plan #501 · 106 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oucu Financial Credit Union Inc.
YearPlanParticipantsSchedulesFiling
2023Oucu Financial Credit Union 401k Plan144H, C20240808120213NAL0002803171001
2023Oucu Financial Credit Union Inc. Corporate Accident - Accidental Death And Dismemberment Plan106—20241218134617NAL0005626688001
2023Oucu Financial Credit Union Inc. Corporate Accident - Accidental Death And Dismemberment Plan103—20241218134645NAL0003242417001

Related Form 5500 pages