Directions Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Directions Credit Union (EIN 34-4475249) is a plan sponsor located in Toledo, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-4475249
Location
Toledo, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,504,274
Total reported liabilities (EOY)
$472
Total reported net assets (EOY)
$16,503,802

Contributions & income

Employer contributions
$332,623
Participant contributions
$1,054,136
Total income / additions
$3,662,844

Expenses & distributions

Benefits paid / distributions
$2,478,432
Total expenses
$2,541,872
Net increase / (decrease)
$1,120,972

Coverage

Total reported participants
638
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Directions Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Directions Credit Union 401(K) Plan And Trust001350$16,504,2742023
Directions Credit Union Employee Benefits Plan510288not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Directions Credit Union
YearPlanParticipantsSchedulesFiling
2023Directions Credit Union Employee Benefits Plan28820240312094221NAL0036048353001
2023Directions Credit Union 401(K) Plan And Trust350H, C20241003090807NAL0005609907001

Related Form 5500 pages