2023 Form 5500 filing — The Delong Co Inc 401(K) Profit Sharing Plan And Trust

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 20241015142020NAL0029948497001) for The Delong Co Inc 401(K) Profit Sharing Plan And Trust, reported by The Delong Co Inc under EIN 39-1101457 and plan number 001. It reports 424 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)$19.4MReported net assets$19,368,713

Participants424

Provider compensation$53.4K3 Schedule C row(s)$53,358

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015142020NAL0029948497001
Plan sponsor: The Delong Co Inc
EIN: 39-1101457
Plan number: 001
Location: Clinton, WI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$19.4M total assets

Net assets$19.4MLiabilities$0

Money in vs. money out

Total income / additions$6.1M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$983.2K

Participant$1.4M

Full reported line items

Total assets (EOY): $19,368,713
Total liabilities (EOY): $0
Net assets (EOY): $19,368,713
Employer contributions: $983,164
Participant contributions: $1,402,157
Total income / additions: $6,093,963
Benefits paid: $1,309,406
Administrative expenses: $74,045
Total expenses: $1,364,752
Net increase / (decrease): $4,729,211

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Kestra Advisory Services$35K
INVESTMENT ADVISORY · Direct $35K
2
Principal Life Insurance Company$18.4K
CONTRACT ADMINISTRATOR · Direct $18.4K · Indirect $0
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142020NAL0029948497001 cover?: It is the 2023 Form 5500 filing for The Delong Co Inc 401(K) Profit Sharing Plan And Trust, reported by The Delong Co Inc (EIN 39-1101457).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).