2023 Form 5500 filing — Delve Holdings, Inc. 401(K) Plan
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 20241007120701NAL0007553091001) for Delve Holdings, Inc. 401(K) Plan, reported by Delve Holdings, Inc. under EIN 47-2364366 and plan number 001. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007120701NAL0007553091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delve Holdings, Inc.
- EIN
- 47-2364366
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,282,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,282,088
- Participant contributions
- $3,006,833
- Total income / additions
- $15,066,775
- Benefits paid
- $4,784,572
- Administrative expenses
- $77,694
- Total expenses
- $4,862,266
- Net increase / (decrease)
- $10,204,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets, LLC | FINANCIAL ADVISOR | $59,979 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $15,235 | not reported in the loaded dataset |