2023 Form 5500 filing — Directors Investment Group Inc. 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 20241210153659NAL0010376337001) for Directors Investment Group Inc. 401(K) Plan, reported by Funeral Directors Life Insurance Company under EIN 74-1001040 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210153659NAL0010376337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Funeral Directors Life Insurance Company
- EIN
- 74-1001040
- Plan number
- 001
- Location
- Abilene, TX
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,501,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,501,661
- Employer contributions
- $757,826
- Participant contributions
- $1,937,400
- Total income / additions
- $7,265,234
- Benefits paid
- $1,325,317
- Administrative expenses
- $111,061
- Total expenses
- $1,436,378
- Net increase / (decrease)
- $5,828,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Parkway Advisors, Lp | NONE | $74,462 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $36,592 | $1,318 |
| Charles Schwab & Co., Inc. | NONE | $7 | $0 |