2023 Form 5500 filing — Directed Account 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 20240906043440NAL0000423379001) for Directed Account Plan, reported by Communityamerica Credit Union under EIN 44-6015072 and plan number 002. It reports 2,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906043440NAL0000423379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Communityamerica Credit Union
- EIN
- 44-6015072
- Plan number
- 002
- Location
- Lenexa, KS
- Participants
- 2,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $591,924,662
- Total liabilities (EOY)
- $51,353
- Net assets (EOY)
- $591,873,309
- Employer contributions
- $5,064,190
- Participant contributions
- $6,576,156
- Total income / additions
- $90,423,234
- Benefits paid
- $59,402,728
- Administrative expenses
- $711,032
- Total expenses
- $60,397,276
- Net increase / (decrease)
- $30,025,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Executive Director | EMPLOYEE | $182,244 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $181,294 | $0 |
| Fiducient Advisors LLC | CONSULTANT | $95,000 | not reported in the loaded dataset |
| Ima Financial Group | FIDUCIARY LIABIL INSURER | $51,485 | not reported in the loaded dataset |
| Paragon Office Property Group LLC | LANDLORD | $39,924 | not reported in the loaded dataset |
| Uhy Llp | ACCOUNTING | $33,250 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,958 | not reported in the loaded dataset |
| Vincent Lombardi | ADVISOR | $21,497 | not reported in the loaded dataset |
| Hs2 Benefits | CONSULTANT | $18,000 | not reported in the loaded dataset |
| Brian Wells | ADVISOR | $14,931 | not reported in the loaded dataset |
| Uhy Advisors, Mo Inc. | ACCOUNTING | $10,175 | not reported in the loaded dataset |
| Thompson Coburn Llp | LAW FIRM | $9,761 | not reported in the loaded dataset |