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, Everett Financial, Inc. Dba Supreme Lending 401(K) Plan is a benefit plan reported by Everett Financial, Inc. Dba Supreme Lending under EIN 75-2695327 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,268 participants and $56,867,832 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,867,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,867,832
- Net assets (BOY)
- $55,639,130
Income & contributions
- Participant contributions
- $5,603,013
- Total contributions
- $7,775,218
- Total income / additions
- $16,831,409
Expenses & distributions
- Benefits paid
- $15,194,866
- Administrative expenses
- $291,400
- Total expenses
- $15,602,707
- Net increase / (decrease)
- $1,228,702