American United Federal Credit Union 401(K) Plan — Form 5500 plan (American United Federal 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, American United Federal Credit Union 401(K) Plan is a benefit plan reported by American United Federal Credit Union under EIN 87-0219133 and plan number 002. The latest loaded filing year is 2023. The filing reports 110 participants and $3,422,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American United Federal Credit Union
- EIN
- 87-0219133
- Plan number
- 002
- Plan type
- 2
- Location
- West Jordan, UT
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $3,422,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20241008145939NAL0017838321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,422,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,422,731
- Net assets (BOY)
- $2,479,581
Income & contributions
- Employer contributions
- $214,060
- Participant contributions
- $287,771
- Total contributions
- $532,124
- Total income / additions
- $1,050,461
Expenses & distributions
- Benefits paid
- $80,428
- Administrative expenses
- $26,883
- Total expenses
- $107,311
- Net increase / (decrease)
- $943,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $13,416 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | NONE | $7,266 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc | NONE | $6,201 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American United Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Jordan, UT
- Stancorp Financial Group — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors, Inc — Schedule C compensation