Delta Star Employee Stock Ownership Plan — Form 5500 plan (Delta Star, 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 Star Employee Stock Ownership Plan is a benefit plan reported by Delta Star, Inc. under EIN 25-1586168 and plan number 003. The latest loaded filing year is 2023. The filing reports 362 participants and $196,826,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Star, Inc.
EIN
25-1586168
Plan number
003
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
362
End-of-year plan assets
$196,826,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023362H20241007091053NAL0014968497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$196,826,815
Total liabilities (EOY)
$34,102,534
Net assets (EOY)
$162,724,281
Net assets (BOY)
$94,510,898

Income & contributions

Employer contributions
$2,274,596
Total contributions
$2,274,596
Total income / additions
$75,488,429

Expenses & distributions

Benefits paid
$7,037,368
Administrative expenses
$0
Total expenses
$7,275,046
Net increase / (decrease)
$68,213,383

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages