Directions 5 - Aggressive — Form 5500 plan (Hand Benefits & Trust Company)
Plain-English plan 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 5 - Aggressive is a benefit plan reported by Hand Benefits & Trust Company under EIN 74-2008758 and plan number 245. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $254,969,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hand Benefits & Trust Company
- EIN
- 74-2008758
- Plan number
- 245
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $254,969,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240916162846NAL0004053602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $254,969,453
- Total liabilities (EOY)
- $16,527
- Net assets (EOY)
- $254,952,926
- Net assets (BOY)
- $0
Income & contributions
- Total contributions
- $0
- Total income / additions
- $12,605,785
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $58,542
- Total expenses
- $58,542
- Net increase / (decrease)
- $12,547,243
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.