Directed Equity 401(K) Retirement Plan — Form 5500 plan (Directed Equity, Inc.)
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, Directed Equity 401(K) Retirement Plan is a benefit plan reported by Directed Equity, Inc. under EIN 20-1981338 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,945,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Directed Equity, Inc.
- EIN
- 20-1981338
- Plan number
- 001
- Plan type
- 2
- Location
- Parker, CO
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,945,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240510175805NAL0038888032001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,945,403
- Net assets (EOY)
- $1,945,403
- Net assets (BOY)
- $1,943,652
Income & contributions
- Employer contributions
- $23,604
- Participant contributions
- $89,670
- Total income / additions
- $16,806
Expenses & distributions
- Benefits paid
- $1,333
- Administrative expenses
- $13,722
- Total expenses
- $15,055
- Net increase / (decrease)
- $1,751
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.