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, Evolvehr Retirement Plan is a benefit plan reported by Evolvehr V, Inc. under EIN 45-4287502 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $25,514,961 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,514,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,514,961
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $181,565
- Participant contributions
- $616,900
- Total contributions
- $798,465
- Total income / additions
- $2,921,514
Expenses & distributions
- Benefits paid
- $272,698
- Administrative expenses
- $30,680
- Total expenses
- $303,378
- Net increase / (decrease)
- $2,618,136