2023 Form 5500 filing — Evident Alliance 401(K) Retirement Savings 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 20241014191024NAL0053644578001) for Evident Alliance 401(K) Retirement Savings Plan, reported by Dkeidek, Fernyhough, Gile, Hagel, Nov, & Quickstad, Pllc under EIN 46-1267800 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191024NAL0053644578001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dkeidek, Fernyhough, Gile, Hagel, Nov, & Quickstad, Pllc
- EIN
- 46-1267800
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,225,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,225,531
- Employer contributions
- $554,624
- Participant contributions
- $1,077,062
- Total income / additions
- $3,245,886
- Benefits paid
- $2,867,148
- Administrative expenses
- $60,828
- Total expenses
- $2,927,976
- Net increase / (decrease)
- $317,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $38,948 | not reported in the loaded dataset |
| Pacific Portfolio Consulting | INVESTMENT ADVISOR | $21,880 | not reported in the loaded dataset |