Drake Employee Savings Plan — Form 5500 plan (Drake Office Overload, 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, Drake Employee Savings Plan is a benefit plan reported by Drake Office Overload, Inc. under EIN 95-4555406 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $5,126,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drake Office Overload, Inc.
EIN
95-4555406
Plan number
002
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
233
End-of-year plan assets
$5,126,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20240916083031NAL0001856720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,126,156
Net assets (EOY)
$5,126,156
Net assets (BOY)
$3,415,961

Income & contributions

Employer contributions
$280,729
Participant contributions
$566,299
Total contributions
$2,051,937
Total income / additions
$2,815,417

Expenses & distributions

Benefits paid
$1,062,239
Administrative expenses
$42,983
Total expenses
$1,105,222
Net increase / (decrease)
$1,710,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Global Advisors IncINVESTMENT ADVISOR$24,395$02023
Empower Annuity Insurance CompanyRECORDKEEPER$12,797$02023

Related Form 5500 pages