2023 Form 5500 filing — Directed Equity 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240510175805NAL0038888032001) for Directed Equity 401(K) Retirement Plan, reported by Directed Equity, Inc. under EIN 20-1981338 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240510175805NAL0038888032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Directed Equity, Inc.
- EIN
- 20-1981338
- Plan number
- 001
- Location
- Parker, CO
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,945,403
- Net assets (EOY)
- $1,945,403
- Employer contributions
- $23,604
- Participant contributions
- $89,670
- Total income / additions
- $16,806
- Benefits paid
- $1,333
- Administrative expenses
- $13,722
- Total expenses
- $15,055
- Net increase / (decrease)
- $1,751
- Schedule source
- Schedule I