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D & R COMPANY 401K PLAN 401k Plan overview

Plan NameD & R COMPANY 401K PLAN
Plan identification number 001

D & R COMPANY 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

D & R COMPANY has sponsored the creation of one or more 401k plans.

Company Name:D & R COMPANY
Employer identification number (EIN):472388934
NAIC Classification:445120
NAIC Description:Convenience Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & R COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-09-01
0012022-10-01SHIRLEY HORNER2023-09-13

Financial Data on D & R COMPANY 401K PLAN

Measure Date Value
2025 : D & R COMPANY 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-300
Net assets as of the end of the plan year2025-06-30158031
Total assets as of the beginning of the plan year2025-06-3081791
Value of plan covered by a fidelity bond2025-06-309000
Participant contributions to plan in this plan year2025-06-3053500
Other income to plan in this plan year2025-06-3016090
Plan net income in this plan year2025-06-3076240
Net assets as of the end of the plan year2025-06-30158031
Net assets as of the beginning of the plan year2025-06-3081791
Employer contributions to plan in this plan year2025-06-306650
2024 : D & R COMPANY 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-010
Net assets as of the end of the plan year2024-09-0181791
Total assets as of the beginning of the plan year2024-09-0119699
Value of plan covered by a fidelity bond2024-09-012000
Participant contributions to plan in this plan year2024-09-0146600
Other income to plan in this plan year2024-09-019772
Plan net income in this plan year2024-09-0162092
Net assets as of the end of the plan year2024-09-0181791
Net assets as of the beginning of the plan year2024-09-0119699
Employer contributions to plan in this plan year2024-09-015720

Potentially related plans

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