2023 Form 5500 filing — Dalton Investments, LLC 401(K) Plan And Trust

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 20240912112705NAL0016967314001) for Dalton Investments, LLC 401(K) Plan And Trust, reported by Dalton Investments, LLC under EIN 95-4736598 and plan number 002. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.4MReported net assets$17,443,145
Participants53
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912112705NAL0016967314001
Plan sponsor
Dalton Investments, LLC
EIN
95-4736598
Plan number
002
Location
Las Vegas, NV
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.4M total assets
Net assets$17.4MLiabilities
Money in vs. money out
Total income / additions$4.1M
Total expenses$179.1K
Benefits paid / distributions$175.5K
Contributions
Employer$928.9K
Participant$586.6K
Full reported line items
Total assets (EOY)
$17,443,145
Net assets (EOY)
$17,443,145
Employer contributions
$928,886
Participant contributions
$586,564
Total income / additions
$4,123,960
Benefits paid
$175,475
Administrative expenses
$3,603
Total expenses
$179,078
Net increase / (decrease)
$3,944,882

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912112705NAL0016967314001 cover?
It is the 2023 Form 5500 filing for Dalton Investments, LLC 401(K) Plan And Trust, reported by Dalton Investments, LLC (EIN 95-4736598).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages