Daljaco 401(K) Profit Sharing Plan — Form 5500 plan (Daljaco Incorporated)
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, Daljaco 401(K) Profit Sharing Plan is a benefit plan reported by Daljaco Incorporated under EIN 52-2324457 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $2,466,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daljaco Incorporated
- EIN
- 52-2324457
- Plan number
- 001
- Plan type
- 2
- Location
- Eldersburg, MD
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $2,466,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241015153033NAL0048670640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,466,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,466,914
- Net assets (BOY)
- $1,989,135
Income & contributions
- Employer contributions
- $106,032
- Participant contributions
- $254,352
- Total contributions
- $360,384
- Total income / additions
- $718,486
Expenses & distributions
- Benefits paid
- $199,289
- Administrative expenses
- $37,136
- Total expenses
- $240,707
- Net increase / (decrease)
- $477,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $29,897 | $0 | 2023 |
| Founders Financial Securities, LLC | INVESTMENT/FINANCIAL ADVI | $7,239 | $0 | 2023 |