2023 Form 5500 filing — Doc & Nys & W Railway 401(K) Savings Plan & 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 20241011094358NAL0021612177001) for Doc & Nys & W Railway 401(K) Savings Plan & Trust, reported by Delaware Otsego Corporation under EIN 16-0913491 and plan number 001. It reports 182 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)$20.4MReported net assets$20,402,501
Participants182
Provider compensation$4.3K3 Schedule C row(s)$4,350
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011094358NAL0021612177001
- Plan sponsor
- Delaware Otsego Corporation
- EIN
- 16-0913491
- Plan number
- 001
- Location
- Cooperstown, 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)$20.4M total assets
Net assets$20.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,402,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,402,501
- Employer contributions
- $246,921
- Participant contributions
- $418,150
- Total income / additions
- $3,836,558
- Benefits paid
- $747,287
- Administrative expenses
- $4,350
- Total expenses
- $751,637
- Net increase / (decrease)
- $3,084,921
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nbt Bank Na | NONE | $4,350 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Epic Retirement Plan Services | NONE | $0 | $0 |