2023 Form 5500 filing — Delco & Ferraro Of Indiana LLC Employees' Profit Sharing 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 20241013102946NAL0014002851001) for Delco & Ferraro Of Indiana LLC Employees' Profit Sharing Plan, reported by Delco & Ferraro Of Indiana LLC under EIN 87-4491905 and plan number 002. It reports 142 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)$13.9MReported net assets$13,913,736
Participants142
Provider compensation$31.6K3 Schedule C row(s)$31,571
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013102946NAL0014002851001
- Plan sponsor
- Delco & Ferraro Of Indiana LLC
- EIN
- 87-4491905
- Plan number
- 002
- Location
- Whitestown, IN
- 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)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,913,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,913,736
- Employer contributions
- $805,335
- Participant contributions
- $631,748
- Total income / additions
- $3,616,921
- Benefits paid
- $1,412,015
- Administrative expenses
- $44,684
- Total expenses
- $1,456,699
- Net increase / (decrease)
- $2,160,222
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $18,459 | $0 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $13,112 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |