Plan5500

Everbridge, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Everbridge, 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, Everbridge, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Everbridge, Inc. under EIN 26-2919312 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,290 participants and $78,312,946 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Everbridge, Inc.
EIN
26-2919312
Plan number
001
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
1,290
End-of-year plan assets
$78,312,946

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,290H, C20240925181201NAL0014807025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,312,946
Total liabilities (EOY)
$0
Net assets (EOY)
$78,312,946
Net assets (BOY)
$61,008,376

Income & contributions

Employer contributions
$2,333,793
Participant contributions
$9,859,292
Total contributions
$13,898,603
Total income / additions
$25,978,079

Expenses & distributions

Benefits paid
$8,513,979
Administrative expenses
$144,102
Total expenses
$8,673,509
Net increase / (decrease)
$17,304,570

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$77,602$02023
Hays Financial GroupADVISOR$65,000not reported in the loaded dataset2023
Wealth Management Systems IncNONE$0$02023

Related Form 5500 pages