2023 Form 5500 filing — D & R Specialties, Inc. 401(K) 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 20240703101756NAL0004354035001) for D & R Specialties, Inc. 401(K) Plan, reported by D & R Specialties, Inc. under EIN 74-2554444 and plan number 001. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,802,935
Participants47
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240703101756NAL0004354035001
Plan sponsor
D & R Specialties, Inc.
EIN
74-2554444
Plan number
001
Location
Navasota, TX
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$873.5K
Total expenses$73.2K
Benefits paid / distributions$60K
Contributions
Employer$84.5K
Participant$124.8K
Full reported line items
Total assets (EOY)
$4,802,935
Total liabilities (EOY)
$0
Net assets (EOY)
$4,802,935
Employer contributions
$84,467
Participant contributions
$124,777
Total income / additions
$873,525
Benefits paid
$60,050
Administrative expenses
$13,126
Total expenses
$73,176
Net increase / (decrease)
$800,349

Related Form 5500 pages