Aurgroup Financial Credit Union 401(K) Plan — Form 5500 plan (Aurgroup Financial Credit Union, Inc.)
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, Aurgroup Financial Credit Union 401(K) Plan is a benefit plan reported by Aurgroup Financial Credit Union, Inc. under EIN 31-3040371 and plan number 001. The latest loaded filing year is 2023. The filing reports 67 participants and $7,000,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aurgroup Financial Credit Union, Inc.
- EIN
- 31-3040371
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfield, OH
- Latest filing year
- 2023
- Participants
- 67
- End-of-year plan assets
- $7,000,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 67 | I | 20241008134820NAL0028839920001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,000,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,000,281
- Net assets (BOY)
- $5,998,063
Income & contributions
- Employer contributions
- $130,930
- Participant contributions
- $245,132
- Total income / additions
- $1,299,370
Expenses & distributions
- Benefits paid
- $298,030
- Administrative expenses
- -$878
- Total expenses
- $297,152
- Net increase / (decrease)
- $1,002,218
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.