2023 Form 5500 filing — Dalton Motors 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718124202NAL0003425555001) for Dalton Motors 401(K) Plan, reported by Dalton Motors Sd, LLC under EIN 37-2060927 and plan number 008. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718124202NAL0003425555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dalton Motors Sd, LLC
- EIN
- 37-2060927
- Plan number
- 008
- Location
- National City, CA
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,005,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,005,880
- Participant contributions
- $530,664
- Total income / additions
- $1,513,588
- Benefits paid
- $2,895,289
- Administrative expenses
- $56,198
- Total expenses
- $2,951,487
- Net increase / (decrease)
- -$1,437,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $26,411 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY-PLAN | $22,894 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,587 | $0 |
| Premier Plan Consultants | RECORDKEEPER | $1,325 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,307 | not reported in the loaded dataset |