2023 Form 5500 filing — Everspring 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 20241014130041NAL0027336209001) for Everspring 401(K) Plan, reported by Everspring, Inc. under EIN 45-3277862 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.1MReported net assets$7,141,032
Participants200
Provider compensation$54.1K3 Schedule C row(s)$54,083
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014130041NAL0027336209001
- Plan sponsor
- Everspring, Inc.
- EIN
- 45-3277862
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,141,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,141,032
- Employer contributions
- $571,250
- Participant contributions
- $1,090,154
- Total income / additions
- $2,722,866
- Benefits paid
- $357,639
- Administrative expenses
- $54,083
- Total expenses
- $411,722
- Net increase / (decrease)
- $2,311,144
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $28,345 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,138 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,600 | not reported in the loaded dataset |