Delta Centrifugal Employee Salary Reduction Plan — Form 5500 plan (Delta Centrifugal, 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, Delta Centrifugal Employee Salary Reduction Plan is a benefit plan reported by Delta Centrifugal, LLC under EIN 72-0655240 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $10,343,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delta Centrifugal, LLC
- EIN
- 72-0655240
- Plan number
- 002
- Plan type
- 2
- Location
- Temple, TX
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $10,343,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240823144918NAL0013378018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,343,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,343,041
- Net assets (BOY)
- $9,379,439
Income & contributions
- Employer contributions
- $207,500
- Participant contributions
- $250,270
- Total contributions
- $520,263
- Total income / additions
- $2,077,210
Expenses & distributions
- Benefits paid
- $1,060,578
- Administrative expenses
- $43,545
- Total expenses
- $1,113,608
- Net increase / (decrease)
- $963,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | FINANCIAL ADVISOR | $19,634 | not reported in the loaded dataset | 2023 |
| Pattillo, Brown & Hill Llp | TPA | $2,100 | $4,425 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $2,430 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Group | RECORDKEEPER | $1,938 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delta Centrifugal, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Temple, TX
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Pattillo, Brown & Hill Llp — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Group — Schedule C compensation