2023 Form 5500 filing — Evereve 401(K) 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 20241015090931NAL0027909329001) for Evereve 401(K) Plan, reported by Evereve Incorporated under EIN 56-2395766 and plan number 001. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090931NAL0027909329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evereve Incorporated
- EIN
- 56-2395766
- Plan number
- 001
- Location
- Edina, MN
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,842,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,842,763
- Employer contributions
- $880,484
- Participant contributions
- $1,633,045
- Total income / additions
- $4,439,504
- Benefits paid
- $435,066
- Administrative expenses
- $29,588
- Total expenses
- $464,654
- Net increase / (decrease)
- $3,974,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $23,682 | $0 |
| Dwc Erisa Consultants LLC | TPA | $3,100 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,747 | $0 |