Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Destiny Wealth Partners LLC)
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, Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Destiny Wealth Partners LLC under EIN 46-1340579 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $3,630,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Destiny Wealth Partners LLC
- EIN
- 46-1340579
- Plan number
- 001
- Plan type
- 2
- Location
- Tavares, FL
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $3,630,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240515104519NAL0039887905001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,630,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,630,889
- Net assets (BOY)
- $3,252,580
Income & contributions
- Employer contributions
- $83,878
- Participant contributions
- $159,079
- Total income / additions
- $534,952
Expenses & distributions
- Benefits paid
- $154,998
- Administrative expenses
- $1,645
- Total expenses
- $156,643
- Net increase / (decrease)
- $378,309
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.