Divert, Inc. 401(K) Plan For Exempt Employees — Form 5500 plan (Divert, Inc.)
Plain-English plan 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, Divert, Inc. 401(K) Plan For Exempt Employees is a benefit plan reported by Divert, Inc. under EIN 20-8722795 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Divert, Inc.
- EIN
- 20-8722795
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241014155813NAL0026647745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $2,631,476
Income & contributions
- Employer contributions
- $432,927
- Participant contributions
- $1,078,115
- Total contributions
- $1,666,603
- Total income / additions
- $1,795,586
Expenses & distributions
- Benefits paid
- $86,775
- Administrative expenses
- $22,281
- Total expenses
- $111,245
- Net increase / (decrease)
- $1,684,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial - Retirement Partners | NONE | $7,727 | not reported in the loaded dataset | 2023 |
| Stance Capital, LLC | NONE | $7,645 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $6,910 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Divert, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Concord, MA
- Lpl Financial - Retirement Partners — Schedule C compensation
- Stance Capital, LLC — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation