Plan5500

Delve Holdings, Inc. 401(K) Plan — Form 5500 plan (Delve Holdings, 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, Delve Holdings, Inc. 401(K) Plan is a benefit plan reported by Delve Holdings, Inc. under EIN 47-2364366 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $73,282,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delve Holdings, Inc.
EIN
47-2364366
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
524
End-of-year plan assets
$73,282,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20241007120701NAL0007553091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,282,088
Total liabilities (EOY)
$0
Net assets (EOY)
$73,282,088
Net assets (BOY)
$63,077,579

Income & contributions

Participant contributions
$3,006,833
Total contributions
$3,515,138
Total income / additions
$15,066,775

Expenses & distributions

Benefits paid
$4,784,572
Administrative expenses
$77,694
Total expenses
$4,862,266
Net increase / (decrease)
$10,204,509

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets, LLCFINANCIAL ADVISOR$59,979not reported in the loaded dataset2023
Matrix Trust CompanyCUSTODIAN$15,235not reported in the loaded dataset2023

Related Form 5500 pages