Delta Systems, Inc. 401(K) Plan — Form 5500 plan (Delta Systems, 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 Systems, Inc. 401(K) Plan is a benefit plan reported by Delta Systems, Inc. under EIN 34-1122797 and plan number 003. The latest loaded filing year is 2023. The filing reports 262 participants and $12,873,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Systems, Inc.
EIN
34-1122797
Plan number
003
Plan type
2
Location
Streetsboro, OH
Latest filing year
2023
Participants
262
End-of-year plan assets
$12,873,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20240613061242NAL0053712096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,873,164
Total liabilities (EOY)
$0
Net assets (EOY)
$12,873,164
Net assets (BOY)
$12,296,798

Income & contributions

Employer contributions
$386,977
Participant contributions
$768,913
Total contributions
$1,155,890
Total income / additions
$3,024,154

Expenses & distributions

Benefits paid
$2,368,940
Administrative expenses
$72,179
Total expenses
$2,447,788
Net increase / (decrease)
$576,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$72,179$02023
Lpl Financial LLCINVESTMENT ADVISORY$0$30,2172023

Related Form 5500 pages