2023 Form 5500 filing — Everett Graphics, Inc. Salary Deferral & Profit Sharing 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 20241014151221NAL0045036624001) for Everett Graphics, Inc. Salary Deferral & Profit Sharing Plan, reported by Everett Graphics, Inc. under EIN 94-3023942 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.1MReported net assets$9,106,364
Participants142
Provider compensation$70.8K3 Schedule C row(s)$70,806
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014151221NAL0045036624001
Plan sponsor
Everett Graphics, Inc.
EIN
94-3023942
Plan number
001
Location
Oakland, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$13.9K
Money in vs. money out
Total income / additions$2.2M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$110.4K
Participant$680K
Full reported line items
Total assets (EOY)
$9,120,268
Total liabilities (EOY)
$13,904
Net assets (EOY)
$9,106,364
Employer contributions
$110,443
Participant contributions
$680,004
Total income / additions
$2,240,334
Benefits paid
$1,913,450
Administrative expenses
$48,784
Total expenses
$1,976,709
Net increase / (decrease)
$263,625

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,786$0
Woodbury Financial SvcsINVESTMENT ADVISORY$3,120$21,900
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages