College Association At Delhi, Inc. Retirement Plan — Form 5500 plan (College Association At Delhi, Inc.)

Plain-English plan 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, College Association At Delhi, Inc. Retirement Plan is a benefit plan reported by College Association At Delhi, Inc. under EIN 15-0591271 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $7,379,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
College Association At Delhi, Inc.
EIN
15-0591271
Plan number
001
Plan type
2
Location
Delhi, NY
Latest filing year
2023
Participants
148
End-of-year plan assets
$7,379,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240826094939NAL0005407331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,379,373
Total liabilities (EOY)
$0
Net assets (EOY)
$7,379,373
Net assets (BOY)
$6,407,807

Income & contributions

Employer contributions
$225,283
Participant contributions
$183,847
Total contributions
$414,066
Total income / additions
$1,282,599

Expenses & distributions

Benefits paid
$311,033
Administrative expenses
$0
Total expenses
$311,033
Net increase / (decrease)
$971,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialNONE$23,516not reported in the loaded dataset2023
Teachers Insurance & Annuity AssocNONE$5,185$02023

Related Form 5500 pages