Evapco, Inc. Pretax Savings And Investment Plan — Form 5500 plan (Evapco, 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, Evapco, Inc. Pretax Savings And Investment Plan is a benefit plan reported by Evapco, Inc. under EIN 52-1059673 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,723 participants and $8,441,767 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evapco, Inc.
EIN
52-1059673
Plan number
002
Plan type
2
Location
Taneytown, MD
Latest filing year
2023
Participants
1,723
End-of-year plan assets
$8,441,767

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,723H, C20240619084322NAL0002575987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,441,767
Total liabilities (EOY)
$207,613
Net assets (EOY)
$8,234,154
Net assets (BOY)
$7,068,050

Income & contributions

Employer contributions
$367,060
Participant contributions
$37,866
Total contributions
$404,926
Total income / additions
$1,678,822

Expenses & distributions

Benefits paid
$511,743
Administrative expenses
$975
Total expenses
$512,718
Net increase / (decrease)
$1,166,104

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital MarketsOTHER SERVICES$0$18,3472023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$975$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages