Delve Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Delve Holdings, Inc. (EIN 47-2364366) is a plan sponsor located in Seattle, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-2364366
Location
Seattle, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$86,943,912
Total reported liabilities (EOY)
$7,374,989
Total reported net assets (EOY)
$79,568,923

Contributions & income

Employer contributions
$1,317,000
Participant contributions
$3,006,833
Total income / additions
$15,365,370

Expenses & distributions

Benefits paid / distributions
$5,080,807
Total expenses
$5,293,206
Net increase / (decrease)
$10,072,164

Coverage

Total reported participants
819
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Delve Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Delve Holdings, Inc. 401(K) Plan001524$73,282,0882023
Delve Holdings, Inc. Employee Stock Ownership Plan002295$13,661,8242023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Delve Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Delve Holdings, Inc. 401(K) Plan524H, C20241007120701NAL0007553091001
2023Delve Holdings, Inc. Employee Stock Ownership Plan295H, C20250826100313NAL0004385571001

Related Form 5500 pages