Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan — Form 5500 plan (Delta Engineers, Architects & Land Surveyors, Dpc)

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 Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan is a benefit plan reported by Delta Engineers, Architects & Land Surveyors, Dpc under EIN 16-1294009 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $19,191,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Engineers, Architects & Land Surveyors, Dpc
EIN
16-1294009
Plan number
001
Plan type
2
Location
Endwell, NY
Latest filing year
2023
Participants
176
End-of-year plan assets
$19,191,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20240821105116NAL0003834177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,191,086
Total liabilities (EOY)
$0
Net assets (EOY)
$19,191,086
Net assets (BOY)
$17,210,828

Income & contributions

Employer contributions
$105,918
Participant contributions
$816,145
Total contributions
$1,269,906
Total income / additions
$3,545,289

Expenses & distributions

Benefits paid
$1,500,280
Administrative expenses
$64,751
Total expenses
$1,565,031
Net increase / (decrease)
$1,980,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$44,809not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,942$02023

Related Form 5500 pages