2023 Form 5500 filing — Evolucion Innovations, Inc. Retirement Trust
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 20241003143946NAL0010668289001) for Evolucion Innovations, Inc. Retirement Trust, reported by Evolucion Innovations, Inc. under EIN 56-2529165 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003143946NAL0010668289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evolucion Innovations, Inc.
- EIN
- 56-2529165
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,548,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,548,471
- Employer contributions
- $266,927
- Participant contributions
- $1,229,157
- Total income / additions
- $2,687,387
- Benefits paid
- $245,809
- Administrative expenses
- $40,744
- Total expenses
- $447,711
- Net increase / (decrease)
- $2,239,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,315 | $0 |
| Evergreen Retirement Plan Consultin | THIRD PARTY ADMINISTRATO | $10,350 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $7,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $4,998 | not reported in the loaded dataset |