2023 Form 5500 filing — Digital.Ai 401(K) Savings & Investment 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 20241106133812NAL0005921331001) for Digital.Ai 401(K) Savings & Investment Plan, reported by Digital.Ai Software, Inc. under EIN 68-0433055 and plan number 001. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106133812NAL0005921331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Digital.Ai Software, Inc.
- EIN
- 68-0433055
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,500,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,500,255
- Participant contributions
- $2,445,963
- Total income / additions
- $5,940,574
- Benefits paid
- $5,594,995
- Administrative expenses
- $46,621
- Total expenses
- $5,648,148
- Net increase / (decrease)
- $292,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $39,970 | $0 |
| T. Rowe Price Rps, Inc. | NONE | $37,860 | $0 |
| Artisan Funds | NONE | $0 | $0 |
| Baird Funds | NONE | $0 | $0 |
| Dreyfus | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Frost Bank Funds | NONE | $0 | $0 |
| Manning & Napier | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| William Blair Funds | NONE | $0 | $0 |
| Amg Funds | NONE | $0 | $0 |