2023 Form 5500 filing — Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings 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 20240821105116NAL0003834177001) for Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan, reported by Delta Engineers, Architects & Land Surveyors, Dpc under EIN 16-1294009 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.2MReported net assets$19,191,086
Participants176
Provider compensation$64.8K2 Schedule C row(s)$64,751
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240821105116NAL0003834177001
- Plan sponsor
- Delta Engineers, Architects & Land Surveyors, Dpc
- EIN
- 16-1294009
- Plan number
- 001
- Location
- Endwell, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.2M total assets
Net assets$19.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,191,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,191,086
- Employer contributions
- $105,918
- Participant contributions
- $816,145
- Total income / additions
- $3,545,289
- Benefits paid
- $1,500,280
- Administrative expenses
- $64,751
- Total expenses
- $1,565,031
- Net increase / (decrease)
- $1,980,258
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $44,809 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,942 | $0 |