Plan5500

Drum Workshop, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Drum Workshop, 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, Drum Workshop, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Drum Workshop, Inc. under EIN 95-3191311 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $15,171,288 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drum Workshop, Inc.
EIN
95-3191311
Plan number
001
Plan type
2
Location
Oxnard, CA
Latest filing year
2023
Participants
242
End-of-year plan assets
$15,171,288

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241014163805NAL0013633251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,171,288
Net assets (EOY)
$15,171,288
Net assets (BOY)
$11,859,924

Income & contributions

Employer contributions
$197,142
Participant contributions
$1,116,038
Total contributions
$1,411,652
Total income / additions
$3,585,497

Expenses & distributions

Benefits paid
$217,183
Administrative expenses
$56,950
Total expenses
$274,133
Net increase / (decrease)
$3,311,364

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifp Advisors, LLCINVESTMENT ADVISORY-PLAN$30,000not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$19,910$02023
Fiduciary Outsourcing, LLCFIDUCIARY$7,040not reported in the loaded dataset2023

Related Form 5500 pages