2023 Form 5500 filing — Dalton Corporation Hourly 401(K) Retirement Savings 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 20241015122451NAL0016378275001) for Dalton Corporation Hourly 401(K) Retirement Savings Plan, reported by Dalton Corporation under EIN 35-0259770 and plan number 004. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122451NAL0016378275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dalton Corporation
- EIN
- 35-0259770
- Plan number
- 004
- Location
- Warsaw, IN
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,253,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,253,971
- Employer contributions
- $140,411
- Participant contributions
- $302,299
- Total income / additions
- $1,134,116
- Benefits paid
- $358,004
- Administrative expenses
- $5,452
- Total expenses
- $412,812
- Net increase / (decrease)
- $721,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $5,452 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |