2023 Form 5500 filing — Digital Grapes, LLC 401(K) Profit Sharing Plan And 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 20240816091943NAL0007883891001) for Digital Grapes, LLC 401(K) Profit Sharing Plan And Trust, reported by Digital Grapes, LLC under EIN 48-1288786 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816091943NAL0007883891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Digital Grapes, LLC
- EIN
- 48-1288786
- Plan number
- 001
- Location
- King Of Prussia, PA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,413,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,413,730
- Employer contributions
- $193,379
- Participant contributions
- $861,889
- Total income / additions
- $1,990,790
- Benefits paid
- $482,120
- Administrative expenses
- $59,715
- Total expenses
- $541,835
- Net increase / (decrease)
- $1,448,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $35,504 | $0 |
| Kathmere Capital Management LLC | INVESTMENT ADVISOR, OTHE | $16,163 | not reported in the loaded dataset |
| Dorsa Consulting Services Inc. | CONTRACT ADMIN | $8,502 | $5,371 |
| Empower Advisory Group | INVESTMENT MGMT | $2,189 | not reported in the loaded dataset |