Doc & Nys & W Railway 401(K) Savings Plan & Trust — Form 5500 plan (Delaware Otsego Corporation)
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, Doc & Nys & W Railway 401(K) Savings Plan & Trust is a benefit plan reported by Delaware Otsego Corporation under EIN 16-0913491 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $20,402,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaware Otsego Corporation
- EIN
- 16-0913491
- Plan number
- 001
- Plan type
- 2
- Location
- Cooperstown, NY
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $20,402,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241011094358NAL0021612177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,402,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,402,501
- Net assets (BOY)
- $17,317,580
Income & contributions
- Employer contributions
- $246,921
- Participant contributions
- $418,150
- Total contributions
- $736,252
- Total income / additions
- $3,836,558
Expenses & distributions
- Benefits paid
- $747,287
- Administrative expenses
- $4,350
- Total expenses
- $751,637
- Net increase / (decrease)
- $3,084,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bank Na | NONE | $4,350 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $0 | $0 | 2023 |