2023 Form 5500 filing — Resource One Credit Union 401(K) 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 20241011085503NAL0022447745001) for Resource One Credit Union 401(K) Plan, reported by Resource One Credit Union under EIN 75-0821285 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.4MReported net assets$14,448,758
Participants276
Provider compensation$95.6K1 Schedule C row(s)$95,566
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011085503NAL0022447745001
- Plan sponsor
- Resource One Credit Union
- EIN
- 75-0821285
- Plan number
- 001
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,448,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,448,758
- Employer contributions
- $626,742
- Participant contributions
- $1,038,051
- Total income / additions
- $3,364,137
- Benefits paid
- $992,517
- Administrative expenses
- $13,092
- Total expenses
- $1,005,609
- Net increase / (decrease)
- $2,358,528
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $95,566 | not reported in the loaded dataset |