Directors Investment Group Inc. 401(K) Plan — Form 5500 plan (Funeral Directors Life Insurance Company)
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, Directors Investment Group Inc. 401(K) Plan is a benefit plan reported by Funeral Directors Life Insurance Company under EIN 74-1001040 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $30,501,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Funeral Directors Life Insurance Company
- EIN
- 74-1001040
- Plan number
- 001
- Plan type
- 2
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $30,501,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20241210153659NAL0010376337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,501,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,501,661
- Net assets (BOY)
- $24,672,805
Income & contributions
- Employer contributions
- $757,826
- Participant contributions
- $1,937,400
- Total contributions
- $2,711,427
- Total income / additions
- $7,265,234
Expenses & distributions
- Benefits paid
- $1,325,317
- Administrative expenses
- $111,061
- Total expenses
- $1,436,378
- Net increase / (decrease)
- $5,828,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Parkway Advisors, Lp | NONE | $74,462 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $36,592 | $1,318 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $7 | $0 | 2023 |