Delaware Motor Group 401(K) Retirement Savings Plan — Form 5500 plan (Delaware Motor Sales, 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, Delaware Motor Group 401(K) Retirement Savings Plan is a benefit plan reported by Delaware Motor Sales, Inc under EIN 51-0263652 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $11,099,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delaware Motor Sales, Inc
EIN
51-0263652
Plan number
001
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
175
End-of-year plan assets
$11,099,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241015140539NAL0049808128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,099,842
Total liabilities (EOY)
$16,715
Net assets (EOY)
$11,083,127
Net assets (BOY)
$9,168,121

Income & contributions

Employer contributions
$161,776
Participant contributions
$605,714
Total contributions
$770,913
Total income / additions
$2,251,432

Expenses & distributions

Benefits paid
$241,992
Administrative expenses
$77,476
Total expenses
$336,426
Net increase / (decrease)
$1,915,006

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$45,880$02023
Kathmere Capital ManagementCONSULTANT$31,596not reported in the loaded dataset2023

Related Form 5500 pages