Digital Grapes, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Digital Grapes, 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, Digital Grapes, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Digital Grapes, LLC under EIN 48-1288786 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $6,413,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Digital Grapes, LLC
- EIN
- 48-1288786
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $6,413,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240816091943NAL0007883891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,413,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,413,730
- Net assets (BOY)
- $4,964,775
Income & contributions
- Employer contributions
- $193,379
- Participant contributions
- $861,889
- Total contributions
- $1,098,119
- Total income / additions
- $1,990,790
Expenses & distributions
- Benefits paid
- $482,120
- Administrative expenses
- $59,715
- Total expenses
- $541,835
- Net increase / (decrease)
- $1,448,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $35,504 | $0 | 2023 |
| Kathmere Capital Management LLC | INVESTMENT ADVISOR, OTHE | $16,163 | not reported in the loaded dataset | 2023 |
| Dorsa Consulting Services Inc. | CONTRACT ADMIN | $8,502 | $5,371 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $2,189 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Digital Grapes, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in King Of Prussia, PA
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Kathmere Capital Management LLC — Schedule C compensation
- Dorsa Consulting Services Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation