2023 Form 5500 filing — Delek Us 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 20241002162435NAL0004210755001) for Delek Us 401(K) Plan, reported by Delek Us Holdings, Inc. under EIN 52-2319066 and plan number 001. It reports 4,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002162435NAL0004210755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delek Us Holdings, Inc.
- EIN
- 52-2319066
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 4,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $334,499,288
- Total liabilities (EOY)
- $23
- Net assets (EOY)
- $334,499,265
- Employer contributions
- $17,035,637
- Participant contributions
- $23,747,578
- Total income / additions
- $95,097,272
- Benefits paid
- $42,522,870
- Administrative expenses
- $142,693
- Total expenses
- $42,672,086
- Net increase / (decrease)
- $52,425,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $131,287 | not reported in the loaded dataset |
| Raymond James | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset |
| Cri Cpas And Advisors | ACCOUNTANT/AUDITOR | $64,850 | not reported in the loaded dataset |
| Principal Financial Group | OTHER SERVICES | $14,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$126,937 | $0 |