Delval Equipment Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Delval Equipment 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, Delval Equipment Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Delval Equipment Corporation under EIN 23-2435212 and plan number 001. The latest loaded filing year is 2023. The filing reports 103 participants and $17,146,008 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.1MPlan net assets, end of year$17,146,008
Participants103Covered participants reported
Assets / participant$166.5KComputed: assets ÷ participants$166,466 (computed)
Provider compensationNone reported
Plan sponsor
Delval Equipment Corporation
EIN
23-2435212
Plan number
001
Plan type
2
Location
West Norriton, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023103I20240729115322NAL0040922530001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$571.6K
Participant$551.4K
Full reported line items

Net assets

Total assets (EOY)
$17,146,008
Net assets (EOY)
$17,146,008
Net assets (BOY)
$15,412,938

Income & contributions

Employer contributions
$571,630
Participant contributions
$551,373
Total income / additions
$3,316,072

Expenses & distributions

Benefits paid
$1,583,002
Total expenses
$1,583,002
Net increase / (decrease)
$1,733,070
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 51%Participant 49%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income48%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages