Plan5500

Dignari, LLC 401(K) Plan — Form 5500 plan (Dignari, LLC)

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, Dignari, LLC 401(K) Plan is a benefit plan reported by Dignari, LLC under EIN 46-4075882 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $14,745,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dignari, LLC
EIN
46-4075882
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
197
End-of-year plan assets
$14,745,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240905074122NAL0043155506001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,745,226
Total liabilities (EOY)
$429
Net assets (EOY)
$14,744,797
Net assets (BOY)
$8,808,015

Income & contributions

Employer contributions
$1,088,406
Participant contributions
$2,075,976
Total contributions
$4,806,641
Total income / additions
$6,634,429

Expenses & distributions

Benefits paid
$631,288
Administrative expenses
$66,359
Total expenses
$697,647
Net increase / (decrease)
$5,936,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington Consulting Services, IncINVESTMENT ADVISOR$64,529not reported in the loaded dataset2023
Wellington Retirement Solutions,IncRECORDKEEPER$1,301not reported in the loaded dataset2023
Charles Schwab And CompanyCUSTODIAN$523$02023
Sanctuary Advisors, LLCINVESTMENT ADVISOR$6not reported in the loaded dataset2023

Related Form 5500 pages