2023 Form 5500 filing — Everence Services, LLC 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 20241002140756NAL0008891169001) for Everence Services, LLC 401(K) Plan, reported by Everence Services, LLC under EIN 35-1962055 and plan number 001. It reports 561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002140756NAL0008891169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everence Services, LLC
- EIN
- 35-1962055
- Plan number
- 001
- Location
- Goshen, IN
- Participants
- 561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,044,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,044,842
- Employer contributions
- $369,885
- Participant contributions
- $2,402,493
- Total income / additions
- $12,069,239
- Benefits paid
- $4,430,808
- Administrative expenses
- $4,275
- Total expenses
- $4,435,083
- Net increase / (decrease)
- $7,634,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $4,275 | $424 |