Plan5500

Delta Star, Inc. 401(K) Retirement Plan — Form 5500 plan (Delta Star, Inc.)

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 Star, Inc. 401(K) Retirement Plan is a benefit plan reported by Delta Star, Inc. under EIN 25-1586168 and plan number 005. The latest loaded filing year is 2023. The filing reports 789 participants and $36,906,105 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Star, Inc.
EIN
25-1586168
Plan number
005
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
789
End-of-year plan assets
$36,906,105

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023789H, C20241008114714NAL0009605347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,906,105
Total liabilities (EOY)
$0
Net assets (EOY)
$36,906,105
Net assets (BOY)
$30,898,552

Income & contributions

Employer contributions
$1,218,714
Participant contributions
$2,751,519
Total contributions
$4,324,019
Total income / additions
$8,874,766

Expenses & distributions

Benefits paid
$2,825,401
Administrative expenses
$17,746
Total expenses
$2,867,213
Net increase / (decrease)
$6,007,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$17,722not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages