Americu Employee Retirement Plan — Form 5500 plan (Americu 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, Americu Employee Retirement Plan is a benefit plan reported by Americu Credit Union under EIN 15-0542361 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $34,097,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Americu Credit Union
- EIN
- 15-0542361
- Plan number
- 001
- Plan type
- 2
- Location
- Rome, NY
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $34,097,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20241010060645NAL0019663713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,097,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,097,673
- Net assets (BOY)
- $29,566,168
Income & contributions
- Employer contributions
- $900,321
- Participant contributions
- $2,090,546
- Total contributions
- $3,338,845
- Total income / additions
- $8,757,129
Expenses & distributions
- Benefits paid
- $4,177,503
- Administrative expenses
- $43,807
- Total expenses
- $4,225,624
- Net increase / (decrease)
- $4,531,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $42,413 | $0 | 2023 |