Charles A. Drumm & Associates, Inc. Profit Sharing Plan — Form 5500 plan (Charles A. Drumm & Associates, Inc)
Plain-English plan 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, Charles A. Drumm & Associates, Inc. Profit Sharing Plan is a benefit plan reported by Charles A. Drumm & Associates, Inc under EIN 34-1804686 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $1,655,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles A. Drumm & Associates, Inc
- EIN
- 34-1804686
- Plan number
- 003
- Plan type
- 2
- Location
- Avon Lake, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,655,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240625070008NAL0014880066001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,655,479
- Net assets (EOY)
- $1,655,479
- Net assets (BOY)
- $1,508,161
Income & contributions
- Employer contributions
- $10,750
- Total income / additions
- $217,696
Expenses & distributions
- Benefits paid
- $63,250
- Administrative expenses
- $7,128
- Total expenses
- $70,378
- Net increase / (decrease)
- $147,318
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.