2023 Form 5500 filing — The Drees Company Profit Sharing 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 20241230125414NAL0017255873001) for The Drees Company Profit Sharing Plan, reported by The Drees Company under EIN 61-0675670 and plan number 001. It reports 982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230125414NAL0017255873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Drees Company
- EIN
- 61-0675670
- Plan number
- 001
- Location
- Fort Mitchell, KY
- Participants
- 982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,267,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,267,365
- Employer contributions
- $6,552,056
- Participant contributions
- $7,885,090
- Total income / additions
- $38,535,552
- Benefits paid
- $8,610,675
- Administrative expenses
- $193,985
- Total expenses
- $8,845,998
- Net increase / (decrease)
- $29,689,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $69,398 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $61,293 | not reported in the loaded dataset |
| Highland Consulting Associates, In | CONSULTANT | $36,526 | not reported in the loaded dataset |
| Bricker Graydon Llp | ATTORNEY/LEGAL | $15,762 | not reported in the loaded dataset |
| Vonlehmancompanyinc | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset |