Drivetrain Group Holding Corporation Employee Savings Plan — Form 5500 plan (Drivetrain Group Holding Corp)

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, Drivetrain Group Holding Corporation Employee Savings Plan is a benefit plan reported by Drivetrain Group Holding Corp under EIN 26-1973583 and plan number 002. The latest loaded filing year is 2023. The filing reports 529 participants and $21,662,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drivetrain Group Holding Corp
EIN
26-1973583
Plan number
002
Plan type
2
Location
Crawfordsville, IN
Latest filing year
2023
Participants
529
End-of-year plan assets
$21,662,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023529H, C20240913132907NAL0009962545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,662,610
Total liabilities (EOY)
$0
Net assets (EOY)
$21,662,610
Net assets (BOY)
$19,938,440

Income & contributions

Employer contributions
$119,495
Participant contributions
$851,484
Total contributions
$970,979
Total income / additions
$3,823,057

Expenses & distributions

Benefits paid
$2,056,705
Administrative expenses
$14,746
Total expenses
$2,098,887
Net increase / (decrease)
$1,724,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anderson Financial PartnersCONSULTANT$9,960not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$4,761$02023

Related Form 5500 pages