Draper Holdings Business Trust 401(K) Plan — Form 5500 plan (Draper Holdings Business Trust)
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, Draper Holdings Business Trust 401(K) Plan is a benefit plan reported by Draper Holdings Business Trust under EIN 52-2003556 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $16,829,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Draper Holdings Business Trust
- EIN
- 52-2003556
- Plan number
- 002
- Plan type
- 2
- Location
- Salisbury, MD
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $16,829,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20240725052343NAL0008946787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,829,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,829,223
- Net assets (BOY)
- $14,293,484
Income & contributions
- Employer contributions
- $706,443
- Participant contributions
- $813,036
- Total contributions
- $1,519,479
- Total income / additions
- $3,887,947
Expenses & distributions
- Benefits paid
- $1,328,662
- Administrative expenses
- $23,546
- Total expenses
- $1,352,208
- Net increase / (decrease)
- $2,535,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $23,546 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORS | $615 | $615 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |