2023 Form 5500 filing — Big Ass Fans 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 20241011143349NAL0039016624001) for Big Ass Fans 401(K) Plan, reported by Delta T, LLC Dba Big Ass Fans under EIN 61-1260060 and plan number 001. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011143349NAL0039016624001
Filing year
2023
Form type
2
Plan sponsor
Delta T, LLC Dba Big Ass Fans
EIN
61-1260060
Plan number
001
Location
Lexington, KY
Participants
709
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,854,531
Total liabilities (EOY)
$0
Net assets (EOY)
$24,854,531
Employer contributions
$819,879
Participant contributions
$2,845,490
Total income / additions
$7,857,202
Benefits paid
$2,266,879
Administrative expenses
$92,279
Total expenses
$2,359,158
Net increase / (decrease)
$5,498,044
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Argi Investment Services LLCADVISOR$46,411not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$45,868not reported in the loaded dataset

Related Form 5500 pages