2023 Form 5500 filing — Evo 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611104749NAL0043981680001) for Evo 401(K) Savings Plan, reported by Evo Merchant Services, LLC under EIN 45-4145354 and plan number 001. It reports 1,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240611104749NAL0043981680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evo Merchant Services, LLC
- EIN
- 45-4145354
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 1,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,375,405
- Participant contributions
- $4,541,807
- Total income / additions
- $14,177,789
- Benefits paid
- $8,528,973
- Administrative expenses
- $282,944
- Total expenses
- $8,812,194
- Net increase / (decrease)
- $5,365,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $130,901 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $71,676 | not reported in the loaded dataset |
| Smith & Howard, Pc | AUDITOR | $42,000 | not reported in the loaded dataset |
| The Benefit Practice | THIRD PARTY ADMIN | $38,367 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |