Delaware Elevator, Inc. Retirement Plan — Form 5500 plan (Delaware Elevator, 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 Elevator, Inc. Retirement Plan is a benefit plan reported by Delaware Elevator, Inc. under EIN 52-1193017 and plan number 002. The latest loaded filing year is 2023. The filing reports 586 participants and $31,814,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaware Elevator, Inc.
- EIN
- 52-1193017
- Plan number
- 002
- Plan type
- 2
- Location
- Salisbury, MD
- Latest filing year
- 2023
- Participants
- 586
- End-of-year plan assets
- $31,814,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 586 | H, C | 20250715162058NAL0001774723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,814,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,814,323
- Net assets (BOY)
- $24,140,291
Income & contributions
- Employer contributions
- $916,158
- Participant contributions
- $1,964,215
- Total contributions
- $3,242,566
- Total income / additions
- $9,188,324
Expenses & distributions
- Benefits paid
- $1,393,763
- Administrative expenses
- $120,529
- Total expenses
- $1,514,292
- Net increase / (decrease)
- $7,674,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arkadios Capital | NONE | $47,342 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $34,526 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors | NONE | $31,561 | not reported in the loaded dataset | 2023 |
| Associated Benefit Planners, Ltd. | NONE | $7,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delaware Elevator, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Salisbury, MD
- Arkadios Capital — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Lincoln Financial Advisors — Schedule C compensation
- Associated Benefit Planners, Ltd. — Schedule C compensation