2023 Form 5500 filing — Evo 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 20241015101626NAL0055535730001) for Evo 401(K) Plan, reported by Evo Transportation And Energy Services under EIN 83-3508235 and plan number 001. It reports 2,827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101626NAL0055535730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evo Transportation And Energy Services
- EIN
- 83-3508235
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 2,827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,682,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,682,703
- Employer contributions
- $594,079
- Participant contributions
- $1,104,321
- Total income / additions
- $2,956,854
- Benefits paid
- $3,167,356
- Administrative expenses
- $189,971
- Total expenses
- $3,357,327
- Net increase / (decrease)
- -$400,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $92,264 | $0 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $49,583 | not reported in the loaded dataset |
| Premier Retirement Partners | TPA | $48,105 | not reported in the loaded dataset |