Delve Holdings, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Delve Holdings, Inc. under EIN 47-2364366 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $13,661,824 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
002
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
295
End-of-year plan assets
$13,661,824

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20250826100313NAL0004385571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,661,824
Total liabilities (EOY)
$7,374,989
Net assets (EOY)
$6,286,835
Net assets (BOY)
$6,419,180

Income & contributions

Employer contributions
$1,317,000
Total contributions
$1,317,000
Total income / additions
$298,595

Expenses & distributions

Benefits paid
$296,235
Administrative expenses
$30,100
Total expenses
$430,940
Net increase / (decrease)
-$132,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Argent Trust CompanyTRUSTEE$30,100not reported in the loaded dataset2023

Related Form 5500 pages