2023 Form 5500 filing — Orange County'S 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 20241015164857NAL0030397569001) for Orange County'S Credit Union 401(K) Plan, reported by Orange County Credit Union under EIN 95-1797779 and plan number 022. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164857NAL0030397569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orange County Credit Union
- EIN
- 95-1797779
- Plan number
- 022
- Location
- Santa Ana, CA
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,993,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,993,988
- Employer contributions
- $2,034,683
- Participant contributions
- $2,034,523
- Total income / additions
- $13,297,913
- Benefits paid
- $3,048,082
- Administrative expenses
- $233,243
- Total expenses
- $3,281,325
- Net increase / (decrease)
- $10,016,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,794 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $81,449 | not reported in the loaded dataset |
| Turner, Warren, Hwang | CONTRACT ADMINISTRATOR | $15,000 | not reported in the loaded dataset |