2023 Form 5500 filing — Delap Llp Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814152327NAL0006586355001) for Delap Llp Retirement Plan, reported by Delap Llp under EIN 93-0418710 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814152327NAL0006586355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delap Llp
- EIN
- 93-0418710
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,057,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,057,502
- Employer contributions
- $1,644,724
- Participant contributions
- $1,435,011
- Total income / additions
- $7,933,749
- Benefits paid
- $897,475
- Administrative expenses
- $69,785
- Total expenses
- $967,260
- Net increase / (decrease)
- $6,966,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Investing | ADVISOR | $40,307 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $29,478 | $0 |