2023 Form 5500 filing — Dalton Corporation Hourly 401(K) Retirement Savings 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 20241015122451NAL0016378275001) for Dalton Corporation Hourly 401(K) Retirement Savings Plan, reported by Dalton Corporation under EIN 35-0259770 and plan number 004. It reports 251 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)$5.3MReported net assets$5,253,971
Participants251
Provider compensation$5.5K2 Schedule C row(s)$5,452
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015122451NAL0016378275001
- Plan sponsor
- Dalton Corporation
- EIN
- 35-0259770
- Plan number
- 004
- Location
- Warsaw, 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)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,253,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,253,971
- Employer contributions
- $140,411
- Participant contributions
- $302,299
- Total income / additions
- $1,134,116
- Benefits paid
- $358,004
- Administrative expenses
- $5,452
- Total expenses
- $412,812
- Net increase / (decrease)
- $721,304
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $5,452 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |