2023 Form 5500 filing — Evergy, Inc. 401k Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627074615NAL0014032160001) for Evergy, Inc. 401k Savings Plan, reported by Evergy, Inc. under EIN 82-2733395 and plan number 006. It reports 6,156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627074615NAL0014032160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 006
- Location
- Kansas City, MO
- Participants
- 6,156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,336,372,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,336,372,818
- Employer contributions
- $23,903,844
- Participant contributions
- $54,463,747
- Total income / additions
- $259,097,065
- Benefits paid
- $172,394,116
- Administrative expenses
- $1,124,733
- Total expenses
- $173,546,956
- Net increase / (decrease)
- $85,550,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | NONE | $634,787 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $372,734 | $0 |
| Sageview Advisory Group LLC | NONE | $82,363 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $31,250 | not reported in the loaded dataset |