2023 Form 5500 filing — Delve Holdings, Inc. Employee Stock Ownership 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 20250826100313NAL0004385571001) for Delve Holdings, Inc. Employee Stock Ownership Plan, reported by Delve Holdings, Inc. under EIN 47-2364366 and plan number 002. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250826100313NAL0004385571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delve Holdings, Inc.
- EIN
- 47-2364366
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,661,824
- Total liabilities (EOY)
- $7,374,989
- Net assets (EOY)
- $6,286,835
- Employer contributions
- $1,317,000
- Total income / additions
- $298,595
- Benefits paid
- $296,235
- Administrative expenses
- $30,100
- Total expenses
- $430,940
- Net increase / (decrease)
- -$132,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Trust Company | TRUSTEE | $30,100 | not reported in the loaded dataset |