2023 Form 5500 filing — Drake-Williams Steel 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 20250707131409NAL0003797089001) for Drake-Williams Steel Profit Sharing Plan, reported by Drake-Williams Steel, Inc. under EIN 47-0145871 and plan number 002. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250707131409NAL0003797089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drake-Williams Steel, Inc.
- EIN
- 47-0145871
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,476,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,476,766
- Participant contributions
- $1,302,122
- Total income / additions
- $5,099,540
- Benefits paid
- $1,943,711
- Administrative expenses
- $90,381
- Total expenses
- $2,035,460
- Net increase / (decrease)
- $3,064,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $43,481 | $0 |
| Da Davidson & Co | INVESTMENT ADVISOR | $21,000 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $15,200 | not reported in the loaded dataset |
| Lutz & Company Pc | AUDITOR | $10,700 | not reported in the loaded dataset |
| Charles Schwab & Co | BROKERAGE SERVICES | $0 | $0 |