2023 Form 5500 filing — Everett Graphics, Inc. Salary Deferral & 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 20241014151221NAL0045036624001) for Everett Graphics, Inc. Salary Deferral & Profit Sharing Plan, reported by Everett Graphics, Inc. under EIN 94-3023942 and plan number 001. It reports 142 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)$9.1MReported net assets$9,106,364
Participants142
Provider compensation$70.8K3 Schedule C row(s)$70,806
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014151221NAL0045036624001
- Plan sponsor
- Everett Graphics, Inc.
- EIN
- 94-3023942
- Plan number
- 001
- Location
- Oakland, CA
- 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)$9.1M total assets
Net assets$9.1MLiabilities$13.9K
Full reported line items
- Total assets (EOY)
- $9,120,268
- Total liabilities (EOY)
- $13,904
- Net assets (EOY)
- $9,106,364
- Employer contributions
- $110,443
- Participant contributions
- $680,004
- Total income / additions
- $2,240,334
- Benefits paid
- $1,913,450
- Administrative expenses
- $48,784
- Total expenses
- $1,976,709
- Net increase / (decrease)
- $263,625
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,786 | $0 |
| Woodbury Financial Svcs | INVESTMENT ADVISORY | $3,120 | $21,900 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |