2023 Form 5500 filing — Delta Electronics (Usa) Inc. 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 20241011122513NAL0012478707001) for Delta Electronics (Usa) Inc. 401(K) Plan, reported by Delta Electronics (Usa) Inc. under EIN 75-2917338 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.8MReported net assets$21,848,477
Participants203
Provider compensation$47.5K2 Schedule C row(s)$47,479
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011122513NAL0012478707001
- Plan sponsor
- Delta Electronics (Usa) Inc.
- EIN
- 75-2917338
- Plan number
- 001
- Location
- Plano, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.8M total assets
Net assets$21.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,848,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,848,477
- Employer contributions
- $315,504
- Participant contributions
- $1,162,071
- Total income / additions
- $4,827,153
- Benefits paid
- $2,253,011
- Administrative expenses
- $47,479
- Total expenses
- $2,300,490
- Net increase / (decrease)
- $2,526,663
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $29,259 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,220 | $0 |