George E. Delallo Co., Inc. Salary-Reduction And Profit-Sharing Plan — Form 5500 plan (George E. Delallo Co., 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, George E. Delallo Co., Inc. Salary-Reduction And Profit-Sharing Plan is a benefit plan reported by George E. Delallo Co., Inc. under EIN 25-1127339 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $20,654,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
George E. Delallo Co., Inc.
EIN
25-1127339
Plan number
001
Plan type
2
Location
Mt. Pleasant, PA
Latest filing year
2023
Participants
341
End-of-year plan assets
$20,654,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20240701150856NAL0002945059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,654,596
Total liabilities (EOY)
$0
Net assets (EOY)
$20,654,596
Net assets (BOY)
$18,127,234

Income & contributions

Employer contributions
$439,664
Participant contributions
$1,231,348
Total contributions
$1,955,579
Total income / additions
$4,335,533

Expenses & distributions

Benefits paid
$1,689,228
Administrative expenses
$118,943
Total expenses
$1,808,171
Net increase / (decrease)
$2,527,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$71,170$02023
Kestra Advisory Services LLCNONE$47,769not reported in the loaded dataset2023

Related Form 5500 pages