Plan5500

Daversa Partners, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Daversa Partners, 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, Daversa Partners, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Daversa Partners, Inc. under EIN 06-1362061 and plan number 002. The latest loaded filing year is 2023. The filing reports 276 participants and $28,300,100 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.3MPlan net assets, end of year$28,300,100
Participants276Covered participants reported
Assets / participant$102.5KComputed: assets ÷ participants$102,537 (computed)
Provider compensation$27.6K1 Schedule C provider row(s)$27,553
Plan sponsor
Daversa Partners, Inc.
EIN
06-1362061
Plan number
002
Plan type
2
Location
Westport, CT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    276 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.3M total assets
Net assets$28.3MLiabilities$0
Money in vs. money out
Total income / additions$7.8M
Total expenses$763.2K
Benefits paid / distributions$735.7K
Contributions
Employer$1.4M
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$28,300,100
Total liabilities (EOY)
$0
Net assets (EOY)
$28,300,100
Net assets (BOY)
$21,215,464

Income & contributions

Employer contributions
$1,409,013
Participant contributions
$2,157,559
Total contributions
$3,595,075
Total income / additions
$7,847,880

Expenses & distributions

Benefits paid
$735,691
Administrative expenses
$27,553
Total expenses
$763,244
Net increase / (decrease)
$7,084,636
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$27.6K
    RECORDKEEPER · Direct $27.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Daversa Partners, Inc. 401(K) Profit Sharing Plan?
Daversa Partners, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Daversa Partners, Inc. (EIN 06-1362061, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Daversa Partners, Inc. 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Daversa Partners, Inc. 401(K) Profit Sharing Plan is 2023.
How many participants does Daversa Partners, Inc. 401(K) Profit Sharing Plan report?
Daversa Partners, Inc. 401(K) Profit Sharing Plan reports 276 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Daversa Partners, Inc. 401(K) Profit Sharing Plan?
Daversa Partners, Inc. 401(K) Profit Sharing Plan reports $28,300,100 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages