Resource One Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 75-0821285) is a plan sponsor located in Dallas, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-0821285
Location
Dallas, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,448,758
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,448,758

Contributions & income

Employer contributions
$626,742
Participant contributions
$1,038,051
Total income / additions
$3,364,137

Expenses & distributions

Benefits paid / distributions
$992,517
Total expenses
$1,005,609
Net increase / (decrease)
$2,358,528

Coverage

Total reported participants
470
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Resource One Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Resource One Credit Union 401(K) Plan001276$14,448,7582023
Resource One Credit Union Wrap Benefit Plan501194not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Resource One Credit Union
YearPlanParticipantsSchedulesFiling
2023Resource One Credit Union Wrap Benefit Plan194C20240715133208NAL0000771587001
2023Resource One Credit Union 401(K) Plan276H, C20241011085503NAL0022447745001

Related Form 5500 pages