Cu Dealer Direct LLC — 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, Cu Dealer Direct LLC (EIN 91-2092838) is a plan sponsor located in Tumwater, WA with 1 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
91-2092838
Location
Tumwater, WA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$902,855
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$902,855

Contributions & income

Employer contributions
$21,714
Participant contributions
$53,466
Total income / additions
$195,223

Expenses & distributions

Benefits paid / distributions
$20,112
Total expenses
$20,872
Net increase / (decrease)
$174,351

Coverage

Total reported participants
15
Plans with financial statements
1
Plans with provider compensation
0

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

Cu Dealer Direct LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cu Dealer Direct 401k Plan00115$902,8552023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cu Dealer Direct LLC
YearPlanParticipantsSchedulesFiling
2023Cu Dealer Direct 401k Plan15I20240925104942NAL0019626544001

Related Form 5500 pages