2023 Form 5500 filing — Deluxe Corporation 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 20241002131308NAL0008302273001) for Deluxe Corporation 401(K) Plan, reported by Deluxe Corporation under EIN 41-0216800 and plan number 004. It reports 9,744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131308NAL0008302273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deluxe Corporation
- EIN
- 41-0216800
- Plan number
- 004
- Location
- Minneapolis, MN
- Participants
- 9,744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,444,034,381
- Total liabilities (EOY)
- $388,667
- Net assets (EOY)
- $1,443,645,714
- Employer contributions
- $11,613,808
- Participant contributions
- $32,546,414
- Total income / additions
- $250,682,350
- Benefits paid
- $163,327,052
- Administrative expenses
- $1,856,065
- Total expenses
- $165,202,368
- Net increase / (decrease)
- $85,479,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $540,792 | $0 |
| Wilshire Associates Incorporated | NONE | $255,000 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $153,280 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $81,460 | not reported in the loaded dataset |