2023 Form 5500 filing — Dra Advisors LLC 401(K) 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 20240531073340NAL0007589955001) for Dra Advisors LLC 401(K) Profit Sharing Plan, reported by Dra Advisors LLC under EIN 33-1032314 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240531073340NAL0007589955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dra Advisors LLC
- EIN
- 33-1032314
- Plan number
- 001
- Location
- New York, NY
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,828,822
- Net assets (EOY)
- $56,828,822
- Employer contributions
- $607,579
- Participant contributions
- $2,174,532
- Total income / additions
- $13,028,752
- Benefits paid
- $6,335,823
- Administrative expenses
- $110,435
- Total expenses
- $6,456,312
- Net increase / (decrease)
- $6,572,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $76,272 | $0 |
| Mazars Usa Llp | AUDITOR | $21,840 | $0 |
| Rpw Solutions LLC | TPA | $10,370 | $0 |