2023 Form 5500 filing — Dignari, LLC 401(K) 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 20240905074122NAL0043155506001) for Dignari, LLC 401(K) Plan, reported by Dignari, LLC under EIN 46-4075882 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905074122NAL0043155506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dignari, LLC
- EIN
- 46-4075882
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,745,226
- Total liabilities (EOY)
- $429
- Net assets (EOY)
- $14,744,797
- Employer contributions
- $1,088,406
- Participant contributions
- $2,075,976
- Total income / additions
- $6,634,429
- Benefits paid
- $631,288
- Administrative expenses
- $66,359
- Total expenses
- $697,647
- Net increase / (decrease)
- $5,936,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $64,529 | not reported in the loaded dataset |
| Wellington Retirement Solutions,Inc | RECORDKEEPER | $1,301 | not reported in the loaded dataset |
| Charles Schwab And Company | CUSTODIAN | $523 | $0 |
| Sanctuary Advisors, LLC | INVESTMENT ADVISOR | $6 | not reported in the loaded dataset |