2023 Form 5500 filing — Aurgroup Financial 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 20241008134820NAL0028839920001) for Aurgroup Financial Credit Union 401(K) Plan, reported by Aurgroup Financial Credit Union, Inc. under EIN 31-3040371 and plan number 001. It reports 67 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008134820NAL0028839920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aurgroup Financial Credit Union, Inc.
- EIN
- 31-3040371
- Plan number
- 001
- Location
- Fairfield, OH
- Participants
- 67
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,000,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,000,281
- Employer contributions
- $130,930
- Participant contributions
- $245,132
- Total income / additions
- $1,299,370
- Benefits paid
- $298,030
- Administrative expenses
- -$878
- Total expenses
- $297,152
- Net increase / (decrease)
- $1,002,218
- Schedule source
- Schedule I