Delco & Ferraro Of Indiana LLC Employees' Profit Sharing Plan — Form 5500 plan (Delco & Ferraro Of Indiana LLC)
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, Delco & Ferraro Of Indiana LLC Employees' Profit Sharing Plan is a benefit plan reported by Delco & Ferraro Of Indiana LLC under EIN 87-4491905 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $13,913,736 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.9MPlan net assets, end of year$13,913,736
Participants142Covered participants reported
Assets / participant$98KComputed: assets ÷ participants$97,984 (computed)
Provider compensation$31.6K3 Schedule C provider row(s)$31,571
- Plan sponsor
- Delco & Ferraro Of Indiana LLC
- EIN
- 87-4491905
- Plan number
- 002
- Plan type
- 2
- Location
- Whitestown, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241013102946NAL0014002851001 |
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)$13.9M total assets
Net assets$13.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,913,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,913,736
- Net assets (BOY)
- $11,753,514
Income & contributions
- Employer contributions
- $805,335
- Participant contributions
- $631,748
- Total contributions
- $1,441,191
- Total income / additions
- $3,616,921
Expenses & distributions
- Benefits paid
- $1,412,015
- Administrative expenses
- $44,684
- Total expenses
- $1,456,699
- Net increase / (decrease)
- $2,160,222
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.
56%44%
Employer 56%Participant 44%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $18,459 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $13,112 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |