Cu Dealer Direct 401k Plan — Form 5500 plan (Cu Dealer Direct LLC)
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, Cu Dealer Direct 401k Plan is a benefit plan reported by Cu Dealer Direct LLC under EIN 91-2092838 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $902,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cu Dealer Direct LLC
- EIN
- 91-2092838
- Plan number
- 001
- Plan type
- 2
- Location
- Tumwater, WA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $902,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240925104942NAL0019626544001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $902,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $902,855
- Net assets (BOY)
- $728,504
Income & contributions
- Employer contributions
- $21,714
- Participant contributions
- $53,466
- Total income / additions
- $195,223
Expenses & distributions
- Benefits paid
- $20,112
- Administrative expenses
- $760
- Total expenses
- $20,872
- Net increase / (decrease)
- $174,351
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.