2023 Form 5500 filing — Everservice Holdings, LLC 401(K) 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 20241015180102NAL0015210707001) for Everservice Holdings, LLC 401(K) Profit Sharing Plan, reported by Everservice Holdings, LLC under EIN 83-1972213 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180102NAL0015210707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everservice Holdings, LLC
- EIN
- 83-1972213
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,696,864
- Net assets (EOY)
- $6,696,864
- Employer contributions
- $505,690
- Participant contributions
- $893,469
- Total income / additions
- $2,557,803
- Benefits paid
- $398,415
- Administrative expenses
- $65,398
- Total expenses
- $463,813
- Net increase / (decrease)
- $2,093,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $19,709 | not reported in the loaded dataset |
| Avantax Advisory Services Inc | INVESTMENT ADVISORY-PLAN | $17,744 | not reported in the loaded dataset |
| Campbell Albrecht | TPA | $9,360 | not reported in the loaded dataset |