Delta-T Group, Inc. 401(K) Savings Plan — Form 5500 plan (Delta-T Group, 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, Delta-T Group, Inc. 401(K) Savings Plan is a benefit plan reported by Delta-T Group, Inc. under EIN 23-2707403 and plan number 002. The latest loaded filing year is 2023. The filing reports 446 participants and $11,219,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta-T Group, Inc.
EIN
23-2707403
Plan number
002
Plan type
2
Location
Bryn Mawr, PA
Latest filing year
2023
Participants
446
End-of-year plan assets
$11,219,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023446H, C20240926094900NAL0000278355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,219,380
Total liabilities (EOY)
$0
Net assets (EOY)
$11,219,380
Net assets (BOY)
$8,902,709

Income & contributions

Employer contributions
$186,101
Participant contributions
$1,024,827
Total contributions
$1,466,750
Total income / additions
$3,499,557

Expenses & distributions

Benefits paid
$1,144,981
Administrative expenses
$7,908
Total expenses
$1,182,886
Net increase / (decrease)
$2,316,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$7,859$02023

Related Form 5500 pages