2023 Form 5500 filing — Delta Modtech 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 20250625153159NAL0011450320001) for Delta Modtech 401(K) Plan, reported by Delta Industrial, Inc. D/B/A Delta Modtech under EIN 41-1308319 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625153159NAL0011450320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Industrial, Inc. D/B/A Delta Modtech
- EIN
- 41-1308319
- Plan number
- 001
- Location
- Coon Rapids, MN
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,224,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,224,513
- Employer contributions
- $1,253,694
- Participant contributions
- $1,796,148
- Total income / additions
- $11,680,554
- Benefits paid
- $3,197,843
- Administrative expenses
- $111,919
- Total expenses
- $3,309,762
- Net increase / (decrease)
- $8,370,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keystone Wealth Advisors Inc | ADVISOR | $78,682 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,217 | not reported in the loaded dataset |
| Boyum Barenscheer | ACCOUNTANT/AUDITOR | $12,700 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,320 | $0 |