2023 Form 5500 filing — Deli Management, Inc. Savings And Incentive Retirement 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 20241014195454NAL0028187953001) for Deli Management, Inc. Savings And Incentive Retirement Plan, reported by Deli Management, Inc. under EIN 76-0075660 and plan number 001. It reports 2,850 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014195454NAL0028187953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deli Management, Inc.
- EIN
- 76-0075660
- Plan number
- 001
- Location
- Beaumont, TX
- Participants
- 2,850
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,992,775
- Total liabilities (EOY)
- $429,964
- Net assets (EOY)
- $26,562,811
- Employer contributions
- $368,029
- Participant contributions
- $2,231,615
- Total income / additions
- $6,594,075
- Benefits paid
- $1,546,505
- Administrative expenses
- $104,490
- Total expenses
- $1,650,995
- Net increase / (decrease)
- $4,943,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $66,632 | $0 |
| Compensation Strategies Group, Ltd. | TPA | $37,858 | $0 |
| Compensation Strategies Group, Ltd. | TPA | not reported in the loaded dataset | not reported in the loaded dataset |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |