Delta Modtech 401(K) Plan — Form 5500 plan (Delta Industrial, Inc. D/B/A Delta Modtech)
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 Modtech 401(K) Plan is a benefit plan reported by Delta Industrial, Inc. D/B/A Delta Modtech under EIN 41-1308319 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $38,224,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delta Industrial, Inc. D/B/A Delta Modtech
- EIN
- 41-1308319
- Plan number
- 001
- Plan type
- 2
- Location
- Coon Rapids, MN
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $38,224,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20250625153159NAL0011450320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,224,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,224,513
- Net assets (BOY)
- $29,853,721
Income & contributions
- Employer contributions
- $1,253,694
- Participant contributions
- $1,796,148
- Total contributions
- $3,194,950
- Total income / additions
- $11,680,554
Expenses & distributions
- Benefits paid
- $3,197,843
- Administrative expenses
- $111,919
- Total expenses
- $3,309,762
- Net increase / (decrease)
- $8,370,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keystone Wealth Advisors Inc | ADVISOR | $78,682 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,217 | not reported in the loaded dataset | 2023 |
| Boyum Barenscheer | ACCOUNTANT/AUDITOR | $12,700 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,320 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delta Industrial, Inc. D/B/A Delta Modtech
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Coon Rapids, MN
- Keystone Wealth Advisors Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Boyum Barenscheer — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation