Evercommerce Solutions, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Evercommerce Solutions, 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, Evercommerce Solutions, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Evercommerce Solutions, Inc. under EIN 26-2254146 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,247 participants and $64,092,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evercommerce Solutions, Inc.
- EIN
- 26-2254146
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 2,247
- End-of-year plan assets
- $64,092,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,247 | H, C | 20240905122244NAL0011804819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,092,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,092,422
- Net assets (BOY)
- $43,702,382
Income & contributions
- Employer contributions
- $4,744,766
- Participant contributions
- $9,839,408
- Total contributions
- $16,708,367
- Total income / additions
- $25,811,874
Expenses & distributions
- Benefits paid
- $5,185,294
- Administrative expenses
- $231,151
- Total expenses
- $5,421,834
- Net increase / (decrease)
- $20,390,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,656 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $83,070 | not reported in the loaded dataset | 2023 |
| Brock And Company Cpas Pc | AUDITOR | $14,200 | not reported in the loaded dataset | 2023 |
| Bokf, Na | INVESTMENT ADVISOR | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evercommerce Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Brock And Company Cpas Pc — Schedule C compensation
- Bokf, Na — Schedule C compensation