Logo

DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN 401k Plan overview

Plan NameDEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN
Plan identification number 001

DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DEL SOL RESEARCH MANAGEMENT, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:DEL SOL RESEARCH MANAGEMENT, L.L.C.
Employer identification number (EIN):474245999
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WENDY HOTZ2024-08-23 WENDY HOTZ2024-08-23

Plan Statistics for DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN

401k plan membership statisitcs for DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN

Measure Date Value
2025: DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0321
Total number of particpants at end of year2025-10-0324
Number of Participants With Account Balances2025-10-0324
2024: DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-2314
Total number of particpants at end of year2024-08-2316
Number of Participants With Account Balances2024-08-2311

Financial Data on DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN

Measure Date Value
2025 : DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-0340
Total liabilities as of the beginning of the plan year2025-10-0339
Total expenses incurred by plan in this plan year2025-10-033217
Net assets as of the end of the plan year2025-10-03286005
Total assets as of the beginning of the plan year2025-10-0336580
Value of plan covered by a fidelity bond2025-10-0310000
Participant contributions to plan in this plan year2025-10-03101645
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-039196
Plan net income in this plan year2025-10-03249424
Net assets as of the end of the plan year2025-10-03285965
Net assets as of the beginning of the plan year2025-10-0336541
Value of contributions failed to transmitted timely2025-10-037200
Employer contributions to plan in this plan year2025-10-03141800
Fees paid to broker by Benefit Provider2025-10-03719
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-033217
2024 : DEL SOL RESEARCH MANAGEMENT, L.L.C. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-2339
Total expenses incurred by plan in this plan year2024-08-23875
Net assets as of the end of the plan year2024-08-2336580
Value of plan covered by a fidelity bond2024-08-2310000
Participant contributions to plan in this plan year2024-08-2327112
Other expenses paid from plan in this plan year2024-08-230
Other income to plan in this plan year2024-08-231628
Plan net income in this plan year2024-08-2336541
Net assets as of the end of the plan year2024-08-2336541
Net assets as of the beginning of the plan year2024-08-230
Value of contributions failed to transmitted timely2024-08-237200
Employer contributions to plan in this plan year2024-08-238676
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-23875

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup