Dalton Corporation Hourly 401(K) Retirement Savings Plan — Form 5500 plan (Dalton Corporation)
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, Dalton Corporation Hourly 401(K) Retirement Savings Plan is a benefit plan reported by Dalton Corporation under EIN 35-0259770 and plan number 004. The latest loaded filing year is 2023. The filing reports 251 participants and $5,253,971 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.3MPlan net assets, end of year$5,253,971
Participants251Covered participants reported
Assets / participant$20.9KComputed: assets ÷ participants$20,932 (computed)
Provider compensation$5.5K2 Schedule C provider row(s)$5,452
- Plan sponsor
- Dalton Corporation
- EIN
- 35-0259770
- Plan number
- 004
- Plan type
- 2
- Location
- Warsaw, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241015122451NAL0016378275001 |
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,253,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,253,971
- Net assets (BOY)
- $4,532,667
Income & contributions
- Employer contributions
- $140,411
- Participant contributions
- $302,299
- Total contributions
- $442,710
- Total income / additions
- $1,134,116
Expenses & distributions
- Benefits paid
- $358,004
- Administrative expenses
- $5,452
- Total expenses
- $412,812
- Net increase / (decrease)
- $721,304
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $5,452 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |