Plan5500

Deli Management, Inc. Savings And Incentive Retirement Plan — Form 5500 plan (Deli Management, 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, Deli Management, Inc. Savings And Incentive Retirement Plan is a benefit plan reported by Deli Management, Inc. under EIN 76-0075660 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,850 participants and $26,992,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deli Management, Inc.
EIN
76-0075660
Plan number
001
Plan type
2
Location
Beaumont, TX
Latest filing year
2023
Participants
2,850
End-of-year plan assets
$26,992,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,850H, C20241014195454NAL0028187953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,992,775
Total liabilities (EOY)
$429,964
Net assets (EOY)
$26,562,811
Net assets (BOY)
$21,619,731

Income & contributions

Employer contributions
$368,029
Participant contributions
$2,231,615
Total contributions
$2,645,973
Total income / additions
$6,594,075

Expenses & distributions

Benefits paid
$1,546,505
Administrative expenses
$104,490
Total expenses
$1,650,995
Net increase / (decrease)
$4,943,080

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance Co UsaRECORDKEEPER$66,632$02023
Compensation Strategies Group, Ltd.TPA$37,858$02023
Compensation Strategies Group, Ltd.TPAnot reported in the loaded datasetnot reported in the loaded dataset2023
John Hancock Life Insurance Co UsaRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages