2023 Form 5500 filing — Del-One Federal Credit Union 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 20241015095805NAL0016098755001) for Del-One Federal Credit Union 401(K) Plan, reported by Del-One Federal Credit Union under EIN 51-0098799 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095805NAL0016098755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Del-One Federal Credit Union
- EIN
- 51-0098799
- Plan number
- 002
- Location
- Dover, DE
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,214,072
- Net assets (EOY)
- $10,214,072
- Employer contributions
- $266,068
- Participant contributions
- $589,744
- Total income / additions
- $2,262,694
- Benefits paid
- $1,149,193
- Administrative expenses
- $56,499
- Total expenses
- $1,205,692
- Net increase / (decrease)
- $1,057,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,492 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $22,540 |
| Limestone Pension Associates LLC | CONTRACT ADMINISTRATOR | $5,825 | $2,360 |
| Wilshire Associates LLC | INVESTMENT ADVISORY | $0 | $0 |