Resource One Credit Union 401(K) Plan — Form 5500 plan (Resource One Credit Union)
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, Resource One Credit Union 401(K) Plan is a benefit plan reported by Resource One Credit Union under EIN 75-0821285 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $14,448,758 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.4MPlan net assets, end of year$14,448,758
Participants276Covered participants reported
Assets / participant$52.4KComputed: assets ÷ participants$52,351 (computed)
Provider compensation$95.6K1 Schedule C provider row(s)$95,566
- Plan sponsor
- Resource One Credit Union
- EIN
- 75-0821285
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241011085503NAL0022447745001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,448,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,448,758
- Net assets (BOY)
- $12,090,230
Income & contributions
- Employer contributions
- $626,742
- Participant contributions
- $1,038,051
- Total contributions
- $1,681,674
- Total income / additions
- $3,364,137
Expenses & distributions
- Benefits paid
- $992,517
- Administrative expenses
- $13,092
- Total expenses
- $1,005,609
- Net increase / (decrease)
- $2,358,528
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $95,566 | not reported in the loaded dataset | 2023 |