2023 Form 5500 filing — Delta Centrifugal Employee Salary Reduction 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 20240823144918NAL0013378018001) for Delta Centrifugal Employee Salary Reduction Plan, reported by Delta Centrifugal, LLC under EIN 72-0655240 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823144918NAL0013378018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Centrifugal, LLC
- EIN
- 72-0655240
- Plan number
- 002
- Location
- Temple, TX
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,343,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,343,041
- Employer contributions
- $207,500
- Participant contributions
- $250,270
- Total income / additions
- $2,077,210
- Benefits paid
- $1,060,578
- Administrative expenses
- $43,545
- Total expenses
- $1,113,608
- Net increase / (decrease)
- $963,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | FINANCIAL ADVISOR | $19,634 | not reported in the loaded dataset |
| Pattillo, Brown & Hill Llp | TPA | $2,100 | $4,425 |
| Empower Advisory Group | INVESTMENT MGMT | $2,430 | not reported in the loaded dataset |
| Empower Annuity Insurance Group | RECORDKEEPER | $1,938 | $0 |