The Drees Company Profit Sharing Plan — Form 5500 plan (The Drees Company)
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, The Drees Company Profit Sharing Plan is a benefit plan reported by The Drees Company under EIN 61-0675670 and plan number 001. The latest loaded filing year is 2023. The filing reports 982 participants and $147,267,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Drees Company
- EIN
- 61-0675670
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Mitchell, KY
- Latest filing year
- 2023
- Participants
- 982
- End-of-year plan assets
- $147,267,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 982 | H, C | 20241230125414NAL0017255873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,267,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,267,365
- Net assets (BOY)
- $117,577,811
Income & contributions
- Employer contributions
- $6,552,056
- Participant contributions
- $7,885,090
- Total contributions
- $14,903,222
- Total income / additions
- $38,535,552
Expenses & distributions
- Benefits paid
- $8,610,675
- Administrative expenses
- $193,985
- Total expenses
- $8,845,998
- Net increase / (decrease)
- $29,689,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $69,398 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $61,293 | not reported in the loaded dataset | 2023 |
| Highland Consulting Associates, In | CONSULTANT | $36,526 | not reported in the loaded dataset | 2023 |
| Bricker Graydon Llp | ATTORNEY/LEGAL | $15,762 | not reported in the loaded dataset | 2023 |
| Vonlehmancompanyinc | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Drees Company
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Fort Mitchell, KY
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Highland Consulting Associates, In — Schedule C compensation
- Bricker Graydon Llp — Schedule C compensation
- Vonlehmancompanyinc — Schedule C compensation