Evo 401(K) Savings Plan — Form 5500 plan (Evo Merchant Services, LLC)
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, Evo 401(K) Savings Plan is a benefit plan reported by Evo Merchant Services, LLC under EIN 45-4145354 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,147 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evo Merchant Services, LLC
- EIN
- 45-4145354
- Plan number
- 001
- Plan type
- 2
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 1,147
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,147 | H, C | 20240611104749NAL0043981680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $45,816,648
Income & contributions
- Employer contributions
- $1,375,405
- Participant contributions
- $4,541,807
- Total contributions
- $6,376,897
- Total income / additions
- $14,177,789
Expenses & distributions
- Benefits paid
- $8,528,973
- Administrative expenses
- $282,944
- Total expenses
- $8,812,194
- Net increase / (decrease)
- $5,365,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $130,901 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $71,676 | not reported in the loaded dataset | 2023 |
| Smith & Howard, Pc | AUDITOR | $42,000 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $38,367 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evo Merchant Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Smith & Howard, Pc — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- National Financial Services — Schedule C compensation