2023 Form 5500 filing — Charles A. Drumm & Associates, Inc. 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 20240625070008NAL0014880066001) for Charles A. Drumm & Associates, Inc. Profit Sharing Plan, reported by Charles A. Drumm & Associates, Inc under EIN 34-1804686 and plan number 003. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240625070008NAL0014880066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles A. Drumm & Associates, Inc
- EIN
- 34-1804686
- Plan number
- 003
- Location
- Avon Lake, OH
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,655,479
- Net assets (EOY)
- $1,655,479
- Employer contributions
- $10,750
- Total income / additions
- $217,696
- Benefits paid
- $63,250
- Administrative expenses
- $7,128
- Total expenses
- $70,378
- Net increase / (decrease)
- $147,318
- Schedule source
- Schedule I