2023 Form 5500 filing — Cu Direct Corporation Capital Accumulation Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731192306NAL0013068019001) for Cu Direct Corporation Capital Accumulation Plan, reported by Cu Direct Corporation under EIN 95-4512320 and plan number 033. It reports 891 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731192306NAL0013068019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cu Direct Corporation
- EIN
- 95-4512320
- Plan number
- 033
- Location
- Ontario, CA
- Participants
- 891
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,919,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,919,699
- Employer contributions
- $4,280,635
- Participant contributions
- $5,758,873
- Total income / additions
- $26,370,876
- Benefits paid
- $7,073,515
- Administrative expenses
- $166,149
- Total expenses
- $7,318,281
- Net increase / (decrease)
- $19,052,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $117,595 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $48,154 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |