Delap Llp Retirement Plan — Form 5500 plan (Delap Llp)
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, Delap Llp Retirement Plan is a benefit plan reported by Delap Llp under EIN 93-0418710 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $33,057,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delap Llp
- EIN
- 93-0418710
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $33,057,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240814152327NAL0006586355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,057,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,057,502
- Net assets (BOY)
- $26,091,013
Income & contributions
- Employer contributions
- $1,644,724
- Participant contributions
- $1,435,011
- Total contributions
- $3,093,832
- Total income / additions
- $7,933,749
Expenses & distributions
- Benefits paid
- $897,475
- Administrative expenses
- $69,785
- Total expenses
- $967,260
- Net increase / (decrease)
- $6,966,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Human Investing | ADVISOR | $40,307 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $29,478 | $0 | 2023 |