Deluxe 401(K) Plan — Form 5500 plan (Deluxe Media 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, Deluxe 401(K) Plan is a benefit plan reported by Deluxe Media Inc. under EIN 36-3736243 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,752 participants and $96,930,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deluxe Media Inc.
- EIN
- 36-3736243
- Plan number
- 001
- Plan type
- 2
- Location
- Burbank, CA
- Latest filing year
- 2023
- Participants
- 1,752
- End-of-year plan assets
- $96,930,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,752 | H, C | 20240712142321NAL0011360611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,930,315
- Total liabilities (EOY)
- $12,834
- Net assets (EOY)
- $96,917,481
- Net assets (BOY)
- $73,543,145
Income & contributions
- Employer contributions
- $4,035,498
- Participant contributions
- $9,692,384
- Total contributions
- $15,238,580
- Total income / additions
- $29,737,605
Expenses & distributions
- Benefits paid
- $6,120,821
- Administrative expenses
- $219,593
- Total expenses
- $6,363,269
- Net increase / (decrease)
- $23,374,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $124,841 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $57,925 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $24,727 | not reported in the loaded dataset | 2023 |
| Farber Hass Hurley Llp | ACCOUNTANT/AUDITOR | $12,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deluxe Media Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burbank, CA
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Farber Hass Hurley Llp — Schedule C compensation