Delta Electrical 401(K) And Profit Sharing Plan — Form 5500 plan (Delta Electrical Incorporated)

Plain-English plan 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, Delta Electrical 401(K) And Profit Sharing Plan is a benefit plan reported by Delta Electrical Incorporated under EIN 11-3783961 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $4,164,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Electrical Incorporated
EIN
11-3783961
Plan number
001
Plan type
2
Location
Jackson, TN
Latest filing year
2023
Participants
139
End-of-year plan assets
$4,164,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20240820075230NAL0002327361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,164,578
Total liabilities (EOY)
$0
Net assets (EOY)
$4,164,578
Net assets (BOY)
$2,929,319

Income & contributions

Employer contributions
$509,957
Participant contributions
$305,282
Total contributions
$903,938
Total income / additions
$1,505,553

Expenses & distributions

Benefits paid
$267,915
Administrative expenses
$2,379
Total expenses
$270,294
Net increase / (decrease)
$1,235,259

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpRECORDKEEPER$1,625$02023
Mesirow Financial Investment Mgmt3(21) FIDUCIARY$754not reported in the loaded dataset2023

Related Form 5500 pages