Dalton Corporation Hourly 401(K) Retirement Savings Plan — Form 5500 plan (Dalton 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, Dalton Corporation Hourly 401(K) Retirement Savings Plan is a benefit plan reported by Dalton Corporation under EIN 35-0259770 and plan number 004. The latest loaded filing year is 2023. The filing reports 251 participants and $5,253,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dalton Corporation
- EIN
- 35-0259770
- Plan number
- 004
- Plan type
- 2
- Location
- Warsaw, IN
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $5,253,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241015122451NAL0016378275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,253,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,253,971
- Net assets (BOY)
- $4,532,667
Income & contributions
- Employer contributions
- $140,411
- Participant contributions
- $302,299
- Total contributions
- $442,710
- Total income / additions
- $1,134,116
Expenses & distributions
- Benefits paid
- $358,004
- Administrative expenses
- $5,452
- Total expenses
- $412,812
- Net increase / (decrease)
- $721,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $5,452 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |