2023 Form 5500 filing — Delinea Inc. 401(K) 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 20240821162042NAL0008464610001) for Delinea Inc. 401(K) Plan, reported by Delinea Inc. under EIN 33-1089124 and plan number 001. It reports 886 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)$60.2MReported net assets$60,196,024
Participants886
Provider compensation$128.1K2 Schedule C row(s)$128,068
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240821162042NAL0008464610001
Plan sponsor
Delinea Inc.
EIN
33-1089124
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$60.2M total assets
Net assets$60.2MLiabilities$0
Money in vs. money out
Total income / additions$21M
Total expenses$6.5M
Benefits paid / distributions$6.4M
Contributions
Employer$3M
Participant$8M
Full reported line items
Total assets (EOY)
$60,196,024
Total liabilities (EOY)
$0
Net assets (EOY)
$60,196,024
Employer contributions
$3,015,203
Participant contributions
$7,985,711
Total income / additions
$20,986,195
Benefits paid
$6,372,185
Administrative expenses
$129,057
Total expenses
$6,507,581
Net increase / (decrease)
$14,478,614
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $64.3K · Indirect $0
  2. 2
    ADVISOR · Direct $63.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821162042NAL0008464610001 cover?
It is the 2023 Form 5500 filing for Delinea Inc. 401(K) Plan, reported by Delinea Inc. (EIN 33-1089124).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages