Original filing (PDF)20241015224747NAL0059973778001

DELTA TRADING COMPANY, INC.

Name: DELTA TRADING COMPANY, INC. — DELTA TRADING COMPANY RETIREMENT PLAN TRUST, Form 5500 (2023)
Creator: DELTA TRADING COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

DELTA TRADING COMPANY RETIREMENT PLAN TRUST

401(k) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA TRADING COMPANY, INC..

Plan sponsor

Name

DELTA TRADING COMPANY, INC.

EIN

62-1215851

Address

108 W HYMAN AVE · APT 7 · ASPEN, CO · 81611

Phone

(901) 301-0170

Industry

Finance & Insurancesee all

Plan administrator

Name

JAY JACOBSON

EIN

39-3563979

City

ASPEN, CO

Phone

—

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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