2023 Form 5500 filing — Big Ass Fans 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 20241011143349NAL0039016624001) for Big Ass Fans 401(K) Plan, reported by Delta T, LLC Dba Big Ass Fans under EIN 61-1260060 and plan number 001. It reports 709 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)$24.9MReported net assets$24,854,531
Participants709
Provider compensation$92.3K2 Schedule C row(s)$92,279
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011143349NAL0039016624001
- Plan sponsor
- Delta T, LLC Dba Big Ass Fans
- EIN
- 61-1260060
- Plan number
- 001
- Location
- Lexington, KY
- 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)$24.9M total assets
Net assets$24.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,854,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,854,531
- Employer contributions
- $819,879
- Participant contributions
- $2,845,490
- Total income / additions
- $7,857,202
- Benefits paid
- $2,266,879
- Administrative expenses
- $92,279
- Total expenses
- $2,359,158
- Net increase / (decrease)
- $5,498,044
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argi Investment Services LLC | ADVISOR | $46,411 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $45,868 | not reported in the loaded dataset |