Delek Us 401(K) Plan — Form 5500 plan (Delek Us Holdings, 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, Delek Us 401(K) Plan is a benefit plan reported by Delek Us Holdings, Inc. under EIN 52-2319066 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,341 participants and $334,499,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delek Us Holdings, Inc.
- EIN
- 52-2319066
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 4,341
- End-of-year plan assets
- $334,499,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,341 | H, C | 20241002162435NAL0004210755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $334,499,288
- Total liabilities (EOY)
- $23
- Net assets (EOY)
- $334,499,265
- Net assets (BOY)
- $282,074,079
Income & contributions
- Employer contributions
- $17,035,637
- Participant contributions
- $23,747,578
- Total contributions
- $42,975,413
- Total income / additions
- $95,097,272
Expenses & distributions
- Benefits paid
- $42,522,870
- Administrative expenses
- $142,693
- Total expenses
- $42,672,086
- Net increase / (decrease)
- $52,425,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $131,287 | not reported in the loaded dataset | 2023 |
| Raymond James | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| Cri Cpas And Advisors | ACCOUNTANT/AUDITOR | $64,850 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | OTHER SERVICES | $14,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$126,937 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delek Us Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Brentwood, TN
- Strategic Advisors, Inc. — Schedule C compensation
- Raymond James — Schedule C compensation
- Cri Cpas And Advisors — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation