2023 Form 5500 filing — Delta Star, Inc. 401(K) Retirement 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 20241008114714NAL0009605347001) for Delta Star, Inc. 401(K) Retirement Plan, reported by Delta Star, Inc. under EIN 25-1586168 and plan number 005. It reports 789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114714NAL0009605347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Star, Inc.
- EIN
- 25-1586168
- Plan number
- 005
- Location
- Lynchburg, VA
- Participants
- 789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,906,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,906,105
- Employer contributions
- $1,218,714
- Participant contributions
- $2,751,519
- Total income / additions
- $8,874,766
- Benefits paid
- $2,825,401
- Administrative expenses
- $17,746
- Total expenses
- $2,867,213
- Net increase / (decrease)
- $6,007,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,722 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |