2023 Form 5500 filing — Growve 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 20250224160534NAL0017068224001) for Growve 401(K) Plan, reported by Viva 5, LLC Dba Growve under EIN 20-4540780 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.9MReported net assets$6,850,753
Participants430
Provider compensation$23.2K4 Schedule C row(s)$23,233
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250224160534NAL0017068224001
- Plan sponsor
- Viva 5, LLC Dba Growve
- EIN
- 20-4540780
- Plan number
- 001
- Location
- St. Petersberg, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,850,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,850,753
- Employer contributions
- $597,099
- Participant contributions
- $1,080,270
- Total income / additions
- $3,559,660
- Benefits paid
- $892,579
- Administrative expenses
- $18,436
- Total expenses
- $938,647
- Net increase / (decrease)
- $2,621,013
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $8,642 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $7,431 | not reported in the loaded dataset |
| National Benefit Services, LLC | CONTRACT ADMIN | $6,125 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,035 | not reported in the loaded dataset |