2023 Form 5500 filing — Delta Electrical 401(K) And Profit Sharing 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 20240820075230NAL0002327361001) for Delta Electrical 401(K) And Profit Sharing Plan, reported by Delta Electrical Incorporated under EIN 11-3783961 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820075230NAL0002327361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Electrical Incorporated
- EIN
- 11-3783961
- Plan number
- 001
- Location
- Jackson, TN
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,164,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,164,578
- Employer contributions
- $509,957
- Participant contributions
- $305,282
- Total income / additions
- $1,505,553
- Benefits paid
- $267,915
- Administrative expenses
- $2,379
- Total expenses
- $270,294
- Net increase / (decrease)
- $1,235,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | RECORDKEEPER | $1,625 | $0 |
| Mesirow Financial Investment Mgmt | 3(21) FIDUCIARY | $754 | not reported in the loaded dataset |