Deluxe Corporation 401(K) Plan — Form 5500 plan (Deluxe 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, Deluxe Corporation 401(K) Plan is a benefit plan reported by Deluxe Corporation under EIN 41-0216800 and plan number 004. The latest loaded filing year is 2023. The filing reports 9,744 participants and $1,444,034,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deluxe Corporation
- EIN
- 41-0216800
- Plan number
- 004
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 9,744
- End-of-year plan assets
- $1,444,034,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,744 | H, C | 20241002131308NAL0008302273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,444,034,381
- Total liabilities (EOY)
- $388,667
- Net assets (EOY)
- $1,443,645,714
- Net assets (BOY)
- $1,358,165,732
Income & contributions
- Employer contributions
- $11,613,808
- Participant contributions
- $32,546,414
- Total contributions
- $45,519,133
- Total income / additions
- $250,682,350
Expenses & distributions
- Benefits paid
- $163,327,052
- Administrative expenses
- $1,856,065
- Total expenses
- $165,202,368
- Net increase / (decrease)
- $85,479,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $540,792 | $0 | 2023 |
| Wilshire Associates Incorporated | NONE | $255,000 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $153,280 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | NONE | $81,460 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deluxe Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation