Plan5500

Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan — Form 5500 plan (Delta Engineers, Architects & Land Surveyors, Dpc)

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, Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan is a benefit plan reported by Delta Engineers, Architects & Land Surveyors, Dpc under EIN 16-1294009 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $19,191,086 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.2MPlan net assets, end of year$19,191,086
Participants176Covered participants reported
Assets / participant$109KComputed: assets ÷ participants$109,040 (computed)
Provider compensation$64.8K2 Schedule C provider row(s)$64,751
Plan sponsor
Delta Engineers, Architects & Land Surveyors, Dpc
EIN
16-1294009
Plan number
001
Plan type
2
Location
Endwell, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20240821105116NAL0003834177001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.2M total assets
Net assets$19.2MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$105.9K
Participant$816.1K
Full reported line items

Net assets

Total assets (EOY)
$19,191,086
Total liabilities (EOY)
$0
Net assets (EOY)
$19,191,086
Net assets (BOY)
$17,210,828

Income & contributions

Employer contributions
$105,918
Participant contributions
$816,145
Total contributions
$1,269,906
Total income / additions
$3,545,289

Expenses & distributions

Benefits paid
$1,500,280
Administrative expenses
$64,751
Total expenses
$1,565,031
Net increase / (decrease)
$1,980,258
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 11%Participant 89%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$44,809not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,942$02023

Related Form 5500 pages