Derse, Inc. Retirement Savings Plan — Form 5500 plan (Derse 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, Derse, Inc. Retirement Savings Plan is a benefit plan reported by Derse Inc under EIN 39-1630582 and plan number 001. The latest loaded filing year is 2023. The filing reports 655 participants and $59,732,880 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Derse Inc
EIN
39-1630582
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
655
End-of-year plan assets
$59,732,880

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023655H, C20240930122043NAL0003234611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,732,880
Total liabilities (EOY)
$31,053
Net assets (EOY)
$59,701,827
Net assets (BOY)
$47,648,011

Income & contributions

Employer contributions
$2,114,187
Participant contributions
$3,140,663
Total contributions
$5,716,764
Total income / additions
$14,641,343

Expenses & distributions

Benefits paid
$2,501,585
Administrative expenses
$117,773
Total expenses
$2,587,527
Net increase / (decrease)
$12,053,816

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$114,965$02023

Related Form 5500 pages