2023 Form 5500 filing — Oklahoma Educators Credit Union Capital Accumulation 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 20240712163653NAL0020275329003) for Oklahoma Educators Credit Union Capital Accumulation Plan, reported by Oklahoma Educators Credit Union under EIN 73-0742019 and plan number 033. It reports 97 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,822,684
Participants97
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240712163653NAL0020275329003
Plan sponsor
Oklahoma Educators Credit Union
EIN
73-0742019
Plan number
033
Location
Oklahoma City, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$375.4K
Total expenses$87.8K
Benefits paid / distributions$87.8K
Contributions
Employer$66.9K
Participant$139.6K
Full reported line items
Total assets (EOY)
$1,822,684
Total liabilities (EOY)
$0
Net assets (EOY)
$1,822,684
Employer contributions
$66,917
Participant contributions
$139,625
Total income / additions
$375,394
Benefits paid
$87,787
Total expenses
$87,787
Net increase / (decrease)
$287,607

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712163653NAL0020275329003 cover?
It is the 2023 Form 5500 filing for Oklahoma Educators Credit Union Capital Accumulation Plan, reported by Oklahoma Educators Credit Union (EIN 73-0742019).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages