Plan5500

L. G. Everist, Inc. 401(K) Plan — Form 5500 plan (L.G. Everist, Incorporated)

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, L. G. Everist, Inc. 401(K) Plan is a benefit plan reported by L.G. Everist, Incorporated under EIN 46-0229601 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $31,352,523 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L.G. Everist, Incorporated
EIN
46-0229601
Plan number
001
Plan type
2
Location
Sioux Falls, SD
Latest filing year
2023
Participants
480
End-of-year plan assets
$31,352,523

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023480H, C20240912142840NAL0019154322001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,352,523
Total liabilities (EOY)
$0
Net assets (EOY)
$31,352,523
Net assets (BOY)
$27,252,329

Income & contributions

Employer contributions
$777,020
Participant contributions
$1,852,365
Total contributions
$2,767,536
Total income / additions
$7,557,870

Expenses & distributions

Benefits paid
$3,391,403
Administrative expenses
$66,273
Total expenses
$3,457,676
Net increase / (decrease)
$4,100,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$55,324not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$10,949$02023

Related Form 5500 pages