Evi Industries, Inc. 401(K) Plan — Form 5500 plan (Evi Industries, Inc.)

Plain-English plan 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, Evi Industries, Inc. 401(K) Plan is a benefit plan reported by Evi Industries, Inc. under EIN 11-2014231 and plan number 001. The latest loaded filing year is 2023. The filing reports 627 participants and $33,782,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evi Industries, Inc.
EIN
11-2014231
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
627
End-of-year plan assets
$33,782,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023627H, C20241016121905NAL0053085440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,782,809
Total liabilities (EOY)
$73,867
Net assets (EOY)
$33,708,942
Net assets (BOY)
$26,893,816

Income & contributions

Employer contributions
$822,833
Participant contributions
$2,387,094
Total contributions
$3,301,445
Total income / additions
$8,151,375

Expenses & distributions

Benefits paid
$3,258,004
Administrative expenses
$86,096
Total expenses
$3,401,259
Net increase / (decrease)
$4,750,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNA$70,096$2652023
National Financial ServicesNA$16,000not reported in the loaded dataset2023

Related Form 5500 pages