Delta Electronics (Usa) Inc. 401(K) Plan — Form 5500 plan (Delta Electronics (Usa) 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, Delta Electronics (Usa) Inc. 401(K) Plan is a benefit plan reported by Delta Electronics (Usa) Inc. under EIN 75-2917338 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $21,848,477 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.8MPlan net assets, end of year$21,848,477
Participants203Covered participants reported
Assets / participant$107.6KComputed: assets ÷ participants$107,628 (computed)
Provider compensation$47.5K2 Schedule C provider row(s)$47,479
Plan sponsor
Delta Electronics (Usa) Inc.
EIN
75-2917338
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023203H, C20241011122513NAL0012478707001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.8M total assets
Net assets$21.8MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$315.5K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$21,848,477
Total liabilities (EOY)
$0
Net assets (EOY)
$21,848,477
Net assets (BOY)
$19,321,814

Income & contributions

Employer contributions
$315,504
Participant contributions
$1,162,071
Total contributions
$1,482,221
Total income / additions
$4,827,153

Expenses & distributions

Benefits paid
$2,253,011
Administrative expenses
$47,479
Total expenses
$2,300,490
Net increase / (decrease)
$2,526,663
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodbury Financial Services IncADVISOR$29,259not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$18,220$02023

Related Form 5500 pages