Cu Direct Corporation
Plan context: Cu Direct Corporation Capital Accumulation Plan
EIN 95-4512320 • 62 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
648
2024 Assets
$116,343,001
2024 Contributions
$12,784,028
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 648 | $116,343,001 | $12,784,028 | $19,728iApproximate average salary by contribution assumption: employee only about $493,211 at 4% or $328,807 at 6%; with 50% employer match about $328,807 at 4% or $219,205 at 6%; with 100% employer match about $246,605 at 4% or $164,404 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 648 | $116,343,001 | $12,784,028 | $19,728iApproximate average salary by contribution assumption: employee only about $493,211 at 4% or $328,807 at 6%; with 50% employer match about $328,807 at 4% or $219,205 at 6%; with 100% employer match about $246,605 at 4% or $164,404 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 629 | - | - | - |
| 2023 | 2 | 631 | $100,919,699 | $11,941,357 | $18,924iApproximate average salary by contribution assumption: employee only about $473,112 at 4% or $315,408 at 6%; with 50% employer match about $315,408 at 4% or $210,272 at 6%; with 100% employer match about $236,556 at 4% or $157,704 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 612 | $100,919,699 | $11,941,357 | $19,512iApproximate average salary by contribution assumption: employee only about $487,801 at 4% or $325,200 at 6%; with 50% employer match about $325,200 at 4% or $216,800 at 6%; with 100% employer match about $243,900 at 4% or $162,600 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 631 | - | - | - |
| 2022 | 2 | 641 | $81,867,104 | $10,562,428 | $16,478iApproximate average salary by contribution assumption: employee only about $411,951 at 4% or $274,634 at 6%; with 50% employer match about $274,634 at 4% or $183,089 at 6%; with 100% employer match about $205,976 at 4% or $137,317 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 641 | $81,867,104 | $10,562,428 | $16,478iApproximate average salary by contribution assumption: employee only about $411,951 at 4% or $274,634 at 6%; with 50% employer match about $274,634 at 4% or $183,089 at 6%; with 100% employer match about $205,976 at 4% or $137,317 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 618 | - | - | - |
| 2021 | 2 | 589 | $93,990,623 | $12,718,517 | $21,593iApproximate average salary by contribution assumption: employee only about $539,835 at 4% or $359,890 at 6%; with 50% employer match about $359,890 at 4% or $239,927 at 6%; with 100% employer match about $269,918 at 4% or $179,945 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 554 | $93,990,623 | $12,718,517 | $22,958iApproximate average salary by contribution assumption: employee only about $573,940 at 4% or $382,627 at 6%; with 50% employer match about $382,627 at 4% or $255,085 at 6%; with 100% employer match about $286,970 at 4% or $191,313 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 589 | - | - | - |
| 2020 | 2 | 573 | $76,795,276 | $7,909,476 | $13,804iApproximate average salary by contribution assumption: employee only about $345,091 at 4% or $230,060 at 6%; with 50% employer match about $230,060 at 4% or $153,374 at 6%; with 100% employer match about $172,545 at 4% or $115,030 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 553 | $76,795,276 | $7,909,476 | $14,303iApproximate average salary by contribution assumption: employee only about $357,571 at 4% or $238,381 at 6%; with 50% employer match about $238,381 at 4% or $158,921 at 6%; with 100% employer match about $178,786 at 4% or $119,190 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 573 | - | - | - |
| 2019 | 2 | 491 | $64,953,252 | $10,639,381 | $21,669iApproximate average salary by contribution assumption: employee only about $541,720 at 4% or $361,147 at 6%; with 50% employer match about $361,147 at 4% or $240,764 at 6%; with 100% employer match about $270,860 at 4% or $180,573 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 477 | $64,953,252 | $10,639,381 | $22,305iApproximate average salary by contribution assumption: employee only about $557,620 at 4% or $371,746 at 6%; with 50% employer match about $371,746 at 4% or $247,831 at 6%; with 100% employer match about $278,810 at 4% or $185,873 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 491 | - | - | - |
| 2018 | 2 | 415 | $48,676,220 | $6,460,953 | $15,569iApproximate average salary by contribution assumption: employee only about $389,214 at 4% or $259,476 at 6%; with 50% employer match about $259,476 at 4% or $172,984 at 6%; with 100% employer match about $194,607 at 4% or $129,738 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 404 | $48,676,220 | $6,460,953 | $15,992iApproximate average salary by contribution assumption: employee only about $399,811 at 4% or $266,541 at 6%; with 50% employer match about $266,541 at 4% or $177,694 at 6%; with 100% employer match about $199,906 at 4% or $133,270 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 415 | - | - | - |
| 2017 | 2 | 393 | $50,783,533 | $6,302,893 | $16,038iApproximate average salary by contribution assumption: employee only about $400,947 at 4% or $267,298 at 6%; with 50% employer match about $267,298 at 4% or $178,199 at 6%; with 100% employer match about $200,474 at 4% or $133,649 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 380 | $50,783,533 | $6,302,893 | $16,587iApproximate average salary by contribution assumption: employee only about $414,664 at 4% or $276,443 at 6%; with 50% employer match about $276,443 at 4% or $184,295 at 6%; with 100% employer match about $207,332 at 4% or $138,221 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 393 | - | - | - |
| 2016 | 2 | 393 | $41,190,019 | $5,045,809 | $12,839iApproximate average salary by contribution assumption: employee only about $320,980 at 4% or $213,987 at 6%; with 50% employer match about $213,987 at 4% or $142,658 at 6%; with 100% employer match about $160,490 at 4% or $106,993 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 335 | $41,190,019 | $5,045,809 | $15,062iApproximate average salary by contribution assumption: employee only about $376,553 at 4% or $251,035 at 6%; with 50% employer match about $251,035 at 4% or $167,357 at 6%; with 100% employer match about $188,276 at 4% or $125,518 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 393 | - | - | - |
| 2015 | 2 | 337 | $35,699,138 | $4,571,389 | $13,565iApproximate average salary by contribution assumption: employee only about $339,124 at 4% or $226,083 at 6%; with 50% employer match about $226,083 at 4% or $150,722 at 6%; with 100% employer match about $169,562 at 4% or $113,041 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 312 | $35,699,138 | $4,571,389 | $14,652iApproximate average salary by contribution assumption: employee only about $366,297 at 4% or $244,198 at 6%; with 50% employer match about $244,198 at 4% or $162,799 at 6%; with 100% employer match about $183,149 at 4% or $122,099 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 337 | - | - | - |
| 2014 | 2 | 282 | $33,183,307 | $4,023,773 | $14,269iApproximate average salary by contribution assumption: employee only about $356,717 at 4% or $237,812 at 6%; with 50% employer match about $237,812 at 4% or $158,541 at 6%; with 100% employer match about $178,359 at 4% or $118,906 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 280 | $33,183,307 | $4,023,773 | $14,371iApproximate average salary by contribution assumption: employee only about $359,265 at 4% or $239,510 at 6%; with 50% employer match about $239,510 at 4% or $159,674 at 6%; with 100% employer match about $179,633 at 4% or $119,755 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 282 | - | - | - |
| 2013 | 2 | 255 | $30,004,211 | $3,302,033 | $12,949iApproximate average salary by contribution assumption: employee only about $323,729 at 4% or $215,819 at 6%; with 50% employer match about $215,819 at 4% or $143,879 at 6%; with 100% employer match about $161,864 at 4% or $107,910 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 244 | $30,004,211 | $3,302,033 | $13,533iApproximate average salary by contribution assumption: employee only about $338,323 at 4% or $225,549 at 6%; with 50% employer match about $225,549 at 4% or $150,366 at 6%; with 100% employer match about $169,162 at 4% or $112,774 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 255 | - | - | - |
| 2012 | 2 | 246 | $25,899,819 | $3,257,745 | $13,243iApproximate average salary by contribution assumption: employee only about $331,072 at 4% or $220,714 at 6%; with 50% employer match about $220,714 at 4% or $147,143 at 6%; with 100% employer match about $165,536 at 4% or $110,357 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 230 | $25,899,819 | $3,257,745 | $14,164iApproximate average salary by contribution assumption: employee only about $354,103 at 4% or $236,068 at 6%; with 50% employer match about $236,068 at 4% or $157,379 at 6%; with 100% employer match about $177,051 at 4% or $118,034 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 246 | - | - | - |
| 2011 | 2 | 228 | $22,344,652 | $2,991,524 | $13,121iApproximate average salary by contribution assumption: employee only about $328,018 at 4% or $218,679 at 6%; with 50% employer match about $218,679 at 4% or $145,786 at 6%; with 100% employer match about $164,009 at 4% or $109,339 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 221 | $22,344,652 | $2,991,524 | $13,536iApproximate average salary by contribution assumption: employee only about $338,408 at 4% or $225,605 at 6%; with 50% employer match about $225,605 at 4% or $150,403 at 6%; with 100% employer match about $169,204 at 4% or $112,803 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 228 | - | - | - |
| 2010 | 2 | 215 | $20,795,548 | $2,414,899 | $11,232iApproximate average salary by contribution assumption: employee only about $280,802 at 4% or $187,201 at 6%; with 50% employer match about $187,201 at 4% or $124,801 at 6%; with 100% employer match about $140,401 at 4% or $93,601 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 205 | $20,795,548 | $2,414,899 | $11,780iApproximate average salary by contribution assumption: employee only about $294,500 at 4% or $196,333 at 6%; with 50% employer match about $196,333 at 4% or $130,889 at 6%; with 100% employer match about $147,250 at 4% or $98,167 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 215 | - | - | - |
| 2009 | 5 | 238 | $12,340,490 | $3,112,734 | $13,079iApproximate average salary by contribution assumption: employee only about $326,968 at 4% or $217,979 at 6%; with 50% employer match about $217,979 at 4% or $145,319 at 6%; with 100% employer match about $163,484 at 4% or $108,989 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 238 | $12,340,490 | $3,112,734 | $13,079iApproximate average salary by contribution assumption: employee only about $326,968 at 4% or $217,979 at 6%; with 50% employer match about $217,979 at 4% or $145,319 at 6%; with 100% employer match about $163,484 at 4% or $108,989 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 229 | - | - | - |
| Group Short Term Disability Insurance | - | - | - | - | - |
| GROUP LIFE INSURANCE PLAN | - | - | - | - | - |
| GROUP LONG TERM DISABILITY INSURANCE | - | - | - | - | - |
| 2008 | 5 | 245 | $12,340,490 | $3,112,734 | $12,705iApproximate average salary by contribution assumption: employee only about $317,626 at 4% or $211,751 at 6%; with 50% employer match about $211,751 at 4% or $141,167 at 6%; with 100% employer match about $158,813 at 4% or $105,875 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 238 | $12,340,490 | $3,112,734 | $13,079iApproximate average salary by contribution assumption: employee only about $326,968 at 4% or $217,979 at 6%; with 50% employer match about $217,979 at 4% or $145,319 at 6%; with 100% employer match about $163,484 at 4% or $108,989 at 6%. |
| GROUP LONG TERM DISABILITY INSURANCE | - | 242 | - | - | - |
| GROUP LIFE INSURANCE PLAN | - | 245 | - | - | - |
| Cu Direct Corporation Welfare Benefits Plan | - | 245 | - | - | - |
| Group Short Term Disability Insurance | - | 241 | - | - | - |
| 2007 | 5 | 228 | $13,929,500 | $2,498,176 | $10,957iApproximate average salary by contribution assumption: employee only about $273,923 at 4% or $182,615 at 6%; with 50% employer match about $182,615 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,308 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 226 | $13,929,500 | $2,498,176 | $11,054iApproximate average salary by contribution assumption: employee only about $276,347 at 4% or $184,231 at 6%; with 50% employer match about $184,231 at 4% or $122,821 at 6%; with 100% employer match about $138,173 at 4% or $92,116 at 6%. |
| GROUP LIFE INSURANCE PLAN | - | 228 | - | - | - |
| Group Short Term Disability Insurance | - | 225 | - | - | - |
| GROUP LONG TERM DISABILITY INSURANCE | - | 226 | - | - | - |
| Cu Direct Corporation Welfare Benefits Plan | - | 228 | - | - | - |
| 2006 | 5 | 224 | $11,775,029 | $2,421,978 | $10,812iApproximate average salary by contribution assumption: employee only about $270,310 at 4% or $180,207 at 6%; with 50% employer match about $180,207 at 4% or $120,138 at 6%; with 100% employer match about $135,155 at 4% or $90,103 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 221 | $11,775,029 | $2,421,978 | $10,959iApproximate average salary by contribution assumption: employee only about $273,979 at 4% or $182,653 at 6%; with 50% employer match about $182,653 at 4% or $121,769 at 6%; with 100% employer match about $136,990 at 4% or $91,326 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 224 | - | - | - |
| GROUP LONG TERM DISABILITY INSURANCE | - | 222 | - | - | - |
| GROUP LIFE INSURANCE PLAN | - | 223 | - | - | - |
| Group Short Term Disability Insurance | - | 220 | - | - | - |
| 2005 | 5 | 201 | $8,496,368 | $2,277,202 | $11,329iApproximate average salary by contribution assumption: employee only about $283,234 at 4% or $188,823 at 6%; with 50% employer match about $188,823 at 4% or $125,882 at 6%; with 100% employer match about $141,617 at 4% or $94,411 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 199 | $8,496,368 | $2,277,202 | $11,443iApproximate average salary by contribution assumption: employee only about $286,081 at 4% or $190,720 at 6%; with 50% employer match about $190,720 at 4% or $127,147 at 6%; with 100% employer match about $143,040 at 4% or $95,360 at 6%. |
| Cu Direct Corporation Welfare Benefits Plan | - | 188 | - | - | - |
| Group Short Term Disability Insurance | - | 201 | - | - | - |
| GROUP LIFE INSURANCE PLAN | - | 201 | - | - | - |
| GROUP LONG TERM DISABILITY INSURANCE | - | 201 | - | - | - |
| 2004 | 4 | 164 | $0 | $0 | - |
| GROUP LONG TERM DISABILITY INSURANCE | - | 160 | - | - | - |
| GROUP LIFE INSURANCE PLAN | - | 164 | - | - | - |
| Group Short Term Disability Insurance | - | 160 | - | - | - |
| Cu Direct Corporation Welfare Benefits Plan | - | 160 | - | - | - |
| 2003 | 1 | 77 | $0 | $0 | - |
| CU DIRECT CORPORATION DEFINED BENEFIT PLAN AND TRUST | - | 77 | - | - | - |
| 2002 | 2 | 96 | $2,748,346 | $948,823 | $9,884iApproximate average salary by contribution assumption: employee only about $247,089 at 4% or $164,726 at 6%; with 50% employer match about $164,726 at 4% or $109,817 at 6%; with 100% employer match about $123,545 at 4% or $82,363 at 6%. |
| Cu Direct Corporation Capital Accumulation Plan | - | 96 | $1,742,331 | $605,369 | $6,306iApproximate average salary by contribution assumption: employee only about $157,648 at 4% or $105,099 at 6%; with 50% employer match about $105,099 at 4% or $70,066 at 6%; with 100% employer match about $78,824 at 4% or $52,549 at 6%. |
| CU DIRECT CORPORATION DEFINED BENEFIT PLAN AND TRUST | - | 56 | $1,006,015 | $343,454 | $6,133iApproximate average salary by contribution assumption: employee only about $153,328 at 4% or $102,218 at 6%; with 50% employer match about $102,218 at 4% or $68,146 at 6%; with 100% employer match about $76,664 at 4% or $51,109 at 6%. |