2023 Form 5500 filing — Don Evans Nevada, Inc. 401(K) Retirement 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 20240918094637NAL0004336625001) for Don Evans Nevada, Inc. 401(K) Retirement Plan, reported by Don Evans Nevada, Inc. under EIN 88-0223307 and plan number 001. It reports 789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918094637NAL0004336625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Evans Nevada, Inc.
- EIN
- 88-0223307
- Plan number
- 001
- Location
- Deforest, WI
- Participants
- 789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,235,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,235,870
- Employer contributions
- $1,443,337
- Participant contributions
- $3,272,879
- Total income / additions
- $12,593,751
- Benefits paid
- $4,280,572
- Administrative expenses
- $44,796
- Total expenses
- $4,363,042
- Net increase / (decrease)
- $8,230,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $30,081 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $14,715 | $0 |