Deltrol Corp. 401(K) Savings Plan — Form 5500 plan (Deltrol 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, Deltrol Corp. 401(K) Savings Plan is a benefit plan reported by Deltrol Corporation under EIN 36-2496815 and plan number 002. The latest loaded filing year is 2023. The filing reports 305 participants and $27,357,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deltrol Corporation
- EIN
- 36-2496815
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $27,357,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20240927133734NAL0001290691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,357,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,357,976
- Net assets (BOY)
- $24,561,324
Income & contributions
- Employer contributions
- $845,268
- Participant contributions
- $1,200,911
- Total contributions
- $2,115,619
- Total income / additions
- $5,892,493
Expenses & distributions
- Benefits paid
- $3,024,697
- Administrative expenses
- $71,144
- Total expenses
- $3,095,841
- Net increase / (decrease)
- $2,796,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acg Advisory Services | NONE | $47,697 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | NONE | $36,912 | $0 | 2023 |