2023 Form 5500 filing — Deltrol Corp. 401(K) 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 20240927133734NAL0001290691001) for Deltrol Corp. 401(K) Savings Plan, reported by Deltrol Corporation under EIN 36-2496815 and plan number 002. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927133734NAL0001290691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deltrol Corporation
- EIN
- 36-2496815
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,357,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,357,976
- Employer contributions
- $845,268
- Participant contributions
- $1,200,911
- Total income / additions
- $5,892,493
- Benefits paid
- $3,024,697
- Administrative expenses
- $71,144
- Total expenses
- $3,095,841
- Net increase / (decrease)
- $2,796,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acg Advisory Services | NONE | $47,697 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $36,912 | $0 |