Growve 401(K) Plan — Form 5500 plan (Viva 5, LLC Dba Growve)
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, Growve 401(K) Plan is a benefit plan reported by Viva 5, LLC Dba Growve under EIN 20-4540780 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $6,850,753 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.9MPlan net assets, end of year$6,850,753
Participants430Covered participants reported
Assets / participant$15.9KComputed: assets ÷ participants$15,932 (computed)
Provider compensation$23.2K4 Schedule C provider row(s)$23,233
- Plan sponsor
- Viva 5, LLC Dba Growve
- EIN
- 20-4540780
- Plan number
- 001
- Plan type
- 2
- Location
- St. Petersberg, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20250224160534NAL0017068224001 |
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,850,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,850,753
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $597,099
- Participant contributions
- $1,080,270
- Total contributions
- $2,899,631
- Total income / additions
- $3,559,660
Expenses & distributions
- Benefits paid
- $892,579
- Administrative expenses
- $18,436
- Total expenses
- $938,647
- Net increase / (decrease)
- $2,621,013
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.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $8,642 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $7,431 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | CONTRACT ADMIN | $6,125 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Viva 5, LLC Dba Growve
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Petersberg, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation