Drury Southwest, Inc. — Form 5500 plan (Drury Southwest, 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, Drury Southwest, Inc. is a benefit plan reported by Drury Southwest, Inc. under EIN 43-1386167 and plan number 006. The latest loaded filing year is 2023. The filing reports 190 participants and $25,912,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drury Southwest, Inc.
EIN
43-1386167
Plan number
006
Plan type
2
Location
Cape Girardeau, MO
Latest filing year
2023
Participants
190
End-of-year plan assets
$25,912,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240709103615NAL0021727680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,912,458
Total liabilities (EOY)
$0
Net assets (EOY)
$25,912,458
Net assets (BOY)
$22,808,802

Income & contributions

Employer contributions
$516,110
Participant contributions
$1,243,901
Total contributions
$1,760,011
Total income / additions
$5,903,181

Expenses & distributions

Benefits paid
$2,772,928
Administrative expenses
$26,597
Total expenses
$2,799,525
Net increase / (decrease)
$3,103,656

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$26,597$02023

Related Form 5500 pages