Delafield Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Delafield 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, Delafield Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Delafield Corporation under EIN 95-2105804 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $9,787,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delafield Corporation
- EIN
- 95-2105804
- Plan number
- 001
- Plan type
- 2
- Location
- Duarte, CA
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $9,787,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241015095441NAL0029185489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,787,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,787,639
- Net assets (BOY)
- $8,157,436
Income & contributions
- Employer contributions
- $81,183
- Participant contributions
- $474,718
- Total contributions
- $555,901
- Total income / additions
- $1,882,797
Expenses & distributions
- Benefits paid
- $188,312
- Administrative expenses
- $54,440
- Total expenses
- $252,594
- Net increase / (decrease)
- $1,630,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,440 | $0 | 2023 |
| Wells Fargo Advisors Ins Agency LLC | OTHER SERVICES | $0 | $15,883 | 2023 |