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, Delve Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Delve Holdings, Inc. under EIN 47-2364366 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $13,661,824 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,661,824
- Total liabilities (EOY)
- $7,374,989
- Net assets (EOY)
- $6,286,835
- Net assets (BOY)
- $6,419,180
Income & contributions
- Employer contributions
- $1,317,000
- Total contributions
- $1,317,000
- Total income / additions
- $298,595
Expenses & distributions
- Benefits paid
- $296,235
- Administrative expenses
- $30,100
- Total expenses
- $430,940
- Net increase / (decrease)
- -$132,345