2023 Form 5500 filing — Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515104519NAL0039887905001) for Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust, reported by Destiny Wealth Partners LLC under EIN 46-1340579 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240515104519NAL0039887905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Destiny Wealth Partners LLC
- EIN
- 46-1340579
- Plan number
- 001
- Location
- Tavares, FL
- Participants
- 23
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,630,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,630,889
- Employer contributions
- $83,878
- Participant contributions
- $159,079
- Total income / additions
- $534,952
- Benefits paid
- $154,998
- Administrative expenses
- $1,645
- Total expenses
- $156,643
- Net increase / (decrease)
- $378,309
- Schedule source
- Schedule I