2023 Form 5500 filing — Drivetrain Group Holding Corporation Employee Savings 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 20240913132907NAL0009962545001) for Drivetrain Group Holding Corporation Employee Savings Plan, reported by Drivetrain Group Holding Corp under EIN 26-1973583 and plan number 002. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913132907NAL0009962545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drivetrain Group Holding Corp
- EIN
- 26-1973583
- Plan number
- 002
- Location
- Crawfordsville, IN
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,662,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,662,610
- Employer contributions
- $119,495
- Participant contributions
- $851,484
- Total income / additions
- $3,823,057
- Benefits paid
- $2,056,705
- Administrative expenses
- $14,746
- Total expenses
- $2,098,887
- Net increase / (decrease)
- $1,724,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anderson Financial Partners | CONSULTANT | $9,960 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $4,761 | $0 |