Evereve 401(K) Plan — Form 5500 plan (Evereve 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, Evereve 401(K) Plan is a benefit plan reported by Evereve Incorporated under EIN 56-2395766 and plan number 001. The latest loaded filing year is 2023. The filing reports 529 participants and $12,842,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evereve Incorporated
- EIN
- 56-2395766
- Plan number
- 001
- Plan type
- 2
- Location
- Edina, MN
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $12,842,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20241015090931NAL0027909329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,842,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,842,763
- Net assets (BOY)
- $8,867,913
Income & contributions
- Employer contributions
- $880,484
- Participant contributions
- $1,633,045
- Total contributions
- $2,581,594
- Total income / additions
- $4,439,504
Expenses & distributions
- Benefits paid
- $435,066
- Administrative expenses
- $29,588
- Total expenses
- $464,654
- Net increase / (decrease)
- $3,974,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $23,682 | $0 | 2023 |
| Dwc Erisa Consultants LLC | TPA | $3,100 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,747 | $0 | 2023 |