Del-One Federal Credit Union 401(K) Plan — Form 5500 plan (Del-One Federal Credit Union)
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, Del-One Federal Credit Union 401(K) Plan is a benefit plan reported by Del-One Federal Credit Union under EIN 51-0098799 and plan number 002. The latest loaded filing year is 2023. The filing reports 220 participants and $10,214,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Del-One Federal Credit Union
- EIN
- 51-0098799
- Plan number
- 002
- Plan type
- 2
- Location
- Dover, DE
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $10,214,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241015095805NAL0016098755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,214,072
- Net assets (EOY)
- $10,214,072
- Net assets (BOY)
- $9,157,070
Income & contributions
- Employer contributions
- $266,068
- Participant contributions
- $589,744
- Total contributions
- $1,022,267
- Total income / additions
- $2,262,694
Expenses & distributions
- Benefits paid
- $1,149,193
- Administrative expenses
- $56,499
- Total expenses
- $1,205,692
- Net increase / (decrease)
- $1,057,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,492 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $22,540 | 2023 |
| Limestone Pension Associates LLC | CONTRACT ADMINISTRATOR | $5,825 | $2,360 | 2023 |
| Wilshire Associates LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Del-One Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Dover, DE
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Limestone Pension Associates LLC — Schedule C compensation
- Wilshire Associates LLC — Schedule C compensation