Cu Direct Corporation Capital Accumulation Plan — Form 5500 plan (Cu Direct Corporation)
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 Direct Corporation Capital Accumulation Plan is a benefit plan reported by Cu Direct Corporation under EIN 95-4512320 and plan number 033. The latest loaded filing year is 2023. The filing reports 891 participants and $100,919,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cu Direct Corporation
- EIN
- 95-4512320
- Plan number
- 033
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 891
- End-of-year plan assets
- $100,919,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 891 | H, C | 20240731192306NAL0013068019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,919,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,919,699
- Net assets (BOY)
- $81,867,104
Income & contributions
- Employer contributions
- $4,280,635
- Participant contributions
- $5,758,873
- Total contributions
- $11,941,357
- Total income / additions
- $26,370,876
Expenses & distributions
- Benefits paid
- $7,073,515
- Administrative expenses
- $166,149
- Total expenses
- $7,318,281
- Net increase / (decrease)
- $19,052,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $117,595 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $48,154 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cu Direct Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ontario, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation