Drt Strategies Inc 401k Profit Sharing Plan And Trust — Form 5500 plan (Drt Strategies 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, Drt Strategies Inc 401k Profit Sharing Plan And Trust is a benefit plan reported by Drt Strategies Inc under EIN 20-0526356 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $23,261,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drt Strategies Inc
- EIN
- 20-0526356
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $23,261,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241015103500NAL0014410211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,261,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,261,335
- Net assets (BOY)
- $17,948,486
Income & contributions
- Employer contributions
- $927,063
- Participant contributions
- $1,951,583
- Total contributions
- $3,580,262
- Total income / additions
- $6,906,938
Expenses & distributions
- Benefits paid
- $1,490,851
- Administrative expenses
- $100,675
- Total expenses
- $1,594,089
- Net increase / (decrease)
- $5,312,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $50,675 | $0 | 2023 |
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $50,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |