Drake-Williams Steel Profit Sharing Plan — Form 5500 plan (Drake-Williams Steel, 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, Drake-Williams Steel Profit Sharing Plan is a benefit plan reported by Drake-Williams Steel, Inc. under EIN 47-0145871 and plan number 002. The latest loaded filing year is 2023. The filing reports 332 participants and $17,476,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drake-Williams Steel, Inc.
- EIN
- 47-0145871
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $17,476,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20250707131409NAL0003797089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,476,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,476,766
- Net assets (BOY)
- $14,378,970
Income & contributions
- Participant contributions
- $1,302,122
- Total contributions
- $1,377,527
- Total income / additions
- $5,099,540
Expenses & distributions
- Benefits paid
- $1,943,711
- Administrative expenses
- $90,381
- Total expenses
- $2,035,460
- Net increase / (decrease)
- $3,064,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $43,481 | $0 | 2023 |
| Da Davidson & Co | INVESTMENT ADVISOR | $21,000 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $15,200 | not reported in the loaded dataset | 2023 |
| Lutz & Company Pc | AUDITOR | $10,700 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Drake-Williams Steel, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Da Davidson & Co — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Lutz & Company Pc — Schedule C compensation
- Charles Schwab & Co — Schedule C compensation