2023 Form 5500 filing — Drh & Associates 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 20240925051525NAL0028172034001) for Drh & Associates 401(K) Plan, reported by Drh & Associates, Inc. under EIN 76-0535909 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,664,092
Participants232
Provider compensation$2K2 Schedule C row(s)$2,048
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925051525NAL0028172034001
Plan sponsor
Drh & Associates, Inc.
EIN
76-0535909
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$1.7K
Money in vs. money out
Total income / additions$454.2K
Total expenses$61.4K
Benefits paid / distributions$59.4K
Contributions
EmployerNot reported
Participant$197.5K
Full reported line items
Total assets (EOY)
$1,665,825
Total liabilities (EOY)
$1,733
Net assets (EOY)
$1,664,092
Participant contributions
$197,531
Total income / additions
$454,198
Benefits paid
$59,392
Administrative expenses
$2,048
Total expenses
$61,440
Net increase / (decrease)
$392,758
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925051525NAL0028172034001 cover?
It is the 2023 Form 5500 filing for Drh & Associates 401(K) Plan, reported by Drh & Associates, Inc. (EIN 76-0535909).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages