Digital.Ai 401(K) Savings & Investment Plan — Form 5500 plan (Digital.Ai Software, 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, Digital.Ai 401(K) Savings & Investment Plan is a benefit plan reported by Digital.Ai Software, Inc. under EIN 68-0433055 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $19,359,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Digital.Ai Software, Inc.
- EIN
- 68-0433055
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $19,359,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20240626133134NAL0005741011001 |
| 2023 | 425 | H, C | 20241106133812NAL0005921331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,500,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,500,255
- Net assets (BOY)
- $19,207,829
Income & contributions
- Participant contributions
- $2,445,963
- Total contributions
- $2,780,868
- Total income / additions
- $5,940,574
Expenses & distributions
- Benefits paid
- $5,594,995
- Administrative expenses
- $46,621
- Total expenses
- $5,648,148
- Net increase / (decrease)
- $292,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $39,970 | $0 | 2023 |
| T. Rowe Price Rps, Inc. | NONE | $37,860 | $0 | 2023 |
| Artisan Funds | NONE | $0 | $0 | 2023 |
| Baird Funds | NONE | $0 | $0 | 2023 |
| Dreyfus | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Frost Bank Funds | NONE | $0 | $0 | 2023 |
| Manning & Napier | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| William Blair Funds | NONE | $0 | $0 | 2023 |
| Amg Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Digital.Ai Software, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Artisan Funds — Schedule C compensation
- Baird Funds — Schedule C compensation
- Dreyfus — Schedule C compensation
- Fidelity — Schedule C compensation
- Frost Bank Funds — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Vanguard Group — Schedule C compensation
- William Blair Funds — Schedule C compensation
- Amg Funds — Schedule C compensation