Dalton Motors 401(K) Plan — Form 5500 plan (Dalton Motors Sd, LLC)
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 Motors 401(K) Plan is a benefit plan reported by Dalton Motors Sd, LLC under EIN 37-2060927 and plan number 008. The latest loaded filing year is 2023. The filing reports 336 participants and $7,005,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dalton Motors Sd, LLC
- EIN
- 37-2060927
- Plan number
- 008
- Plan type
- 2
- Location
- National City, CA
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $7,005,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20240718124202NAL0003425555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,005,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,005,880
- Net assets (BOY)
- $8,443,779
Income & contributions
- Participant contributions
- $530,664
- Total contributions
- $530,664
- Total income / additions
- $1,513,588
Expenses & distributions
- Benefits paid
- $2,895,289
- Administrative expenses
- $56,198
- Total expenses
- $2,951,487
- Net increase / (decrease)
- -$1,437,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $26,411 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY-PLAN | $22,894 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,587 | $0 | 2023 |
| Premier Plan Consultants | RECORDKEEPER | $1,325 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,307 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dalton Motors Sd, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in National City, CA
- Transamerica Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Premier Plan Consultants — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation