2023 Form 5500 filing — Everidge Employee 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 20241015143756NAL0030006913001) for Everidge Employee 401(K) Plan, reported by Everidge, Inc. under EIN 20-3688273 and plan number 001. It reports 578 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)$16.1MReported net assets$16,126,872
Participants578
Provider compensation$27.1K3 Schedule C row(s)$27,053
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015143756NAL0030006913001
Plan sponsor
Everidge, Inc.
EIN
20-3688273
Plan number
001
Location
Plymouth, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$16.1M total assets
Net assets$16.1MLiabilities$11.2K
Money in vs. money out
Total income / additions$4.2M
Total expenses$986.9K
Benefits paid / distributions$908.1K
Contributions
Employer$429.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$16,138,056
Total liabilities (EOY)
$11,184
Net assets (EOY)
$16,126,872
Employer contributions
$429,716
Participant contributions
$1,437,883
Total income / additions
$4,214,038
Benefits paid
$908,145
Administrative expenses
$78,781
Total expenses
$986,926
Net increase / (decrease)
$3,227,112
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY - P · Direct $17.1K
  2. 2
    RECORDKEEPER · Direct $5.4K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $4.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015143756NAL0030006913001 cover?
It is the 2023 Form 5500 filing for Everidge Employee 401(K) Plan, reported by Everidge, Inc. (EIN 20-3688273).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages