2023 Form 5500 filing — Evercommerce Solutions, Inc. 401(K) Profit Sharing 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 20240905122244NAL0011804819001) for Evercommerce Solutions, Inc. 401(K) Profit Sharing Plan, reported by Evercommerce Solutions, Inc. under EIN 26-2254146 and plan number 001. It reports 2,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905122244NAL0011804819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evercommerce Solutions, Inc.
- EIN
- 26-2254146
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 2,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,092,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,092,422
- Employer contributions
- $4,744,766
- Participant contributions
- $9,839,408
- Total income / additions
- $25,811,874
- Benefits paid
- $5,185,294
- Administrative expenses
- $231,151
- Total expenses
- $5,421,834
- Net increase / (decrease)
- $20,390,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,656 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $83,070 | not reported in the loaded dataset |
| Brock And Company Cpas Pc | AUDITOR | $14,200 | not reported in the loaded dataset |
| Bokf, Na | INVESTMENT ADVISOR | $8,750 | not reported in the loaded dataset |