Oucu Financial Credit Union 401k Plan — Form 5500 plan (Oucu 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, Oucu Financial Credit Union 401k Plan is a benefit plan reported by Oucu Financial Credit Union Inc. under EIN 31-6040060 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $18,967,890 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19MPlan net assets, end of year$18,967,890
Participants144Covered participants reported
Assets / participant$131.7KComputed: assets ÷ participants$131,721 (computed)
Provider compensation$39.6K1 Schedule C provider row(s)$39,573
- Plan sponsor
- Oucu Financial Credit Union Inc.
- EIN
- 31-6040060
- Plan number
- 003
- Plan type
- 2
- Location
- Athens, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20240808120213NAL0002803171001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,967,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,967,890
- Net assets (BOY)
- $16,173,671
Income & contributions
- Employer contributions
- $786,250
- Participant contributions
- $494,203
- Total contributions
- $1,283,127
- Total income / additions
- $3,578,625
Expenses & distributions
- Benefits paid
- $783,980
- Administrative expenses
- $426
- Total expenses
- $784,406
- Net increase / (decrease)
- $2,794,219
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
61%39%
Employer 61%Participant 39%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,026 | $38,547 | 2023 |