Everett Graphics, Inc. Salary Deferral & Profit Sharing Plan — Form 5500 plan (Everett Graphics, 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, Everett Graphics, Inc. Salary Deferral & Profit Sharing Plan is a benefit plan reported by Everett Graphics, Inc. under EIN 94-3023942 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $9,120,268 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.1MPlan net assets, end of year$9,106,364
Participants142Covered participants reported
Assets / participant$64.2KComputed: assets ÷ participants$64,227 (computed)
Provider compensation$70.8K3 Schedule C provider row(s)$70,806
- Plan sponsor
- Everett Graphics, Inc.
- EIN
- 94-3023942
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241014151221NAL0045036624001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$13.9K
Full reported line items
Net assets
- Total assets (EOY)
- $9,120,268
- Total liabilities (EOY)
- $13,904
- Net assets (EOY)
- $9,106,364
- Net assets (BOY)
- $8,842,739
Income & contributions
- Employer contributions
- $110,443
- Participant contributions
- $680,004
- Total contributions
- $790,447
- Total income / additions
- $2,240,334
Expenses & distributions
- Benefits paid
- $1,913,450
- Administrative expenses
- $48,784
- Total expenses
- $1,976,709
- Net increase / (decrease)
- $263,625
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,786 | $0 | 2023 |
| Woodbury Financial Svcs | INVESTMENT ADVISORY | $3,120 | $21,900 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |