Direct Line Global LLC 401k Plan — Form 5500 plan (Direct Line Global LLC)
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, Direct Line Global LLC 401k Plan is a benefit plan reported by Direct Line Global LLC under EIN 94-3270968 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $6,844,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Direct Line Global LLC
- EIN
- 94-3270968
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $6,844,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20241015194346NAL0030783617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,844,377
- Total liabilities (EOY)
- $10,688
- Net assets (EOY)
- $6,833,689
- Net assets (BOY)
- $4,838,109
Income & contributions
- Employer contributions
- $506,422
- Participant contributions
- $1,028,050
- Total contributions
- $2,071,931
- Total income / additions
- $2,827,211
Expenses & distributions
- Benefits paid
- $797,620
- Administrative expenses
- $33,964
- Total expenses
- $831,631
- Net increase / (decrease)
- $1,995,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Pension Consultants | CONTRACT ADMI N | $23,387 | $5,732 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $355 | not reported in the loaded dataset | 2023 |