2023 Form 5500 filing — Everett Financial, Inc. Dba Supreme Lending 401(K) 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 20240731115719NAL0014283091001) for Everett Financial, Inc. Dba Supreme Lending 401(K) Plan, reported by Everett Financial, Inc. Dba Supreme Lending under EIN 75-2695327 and plan number 001. It reports 2,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731115719NAL0014283091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everett Financial, Inc. Dba Supreme Lending
- EIN
- 75-2695327
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 2,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,867,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,867,832
- Participant contributions
- $5,603,013
- Total income / additions
- $16,831,409
- Benefits paid
- $15,194,866
- Administrative expenses
- $291,400
- Total expenses
- $15,602,707
- Net increase / (decrease)
- $1,228,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Armanino Llp | TPA | $40,725 | $0 |
| John Hancock Life Ins Co Usa | RECORDKEEPER | $24,522 | $0 |