2023 Form 5500 filing — Everyage 403(B) Retirement 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 20250411064539NAL0043706802001) for Everyage 403(B) Retirement Plan, reported by Everyage under EIN 56-6056582 and plan number 001. It reports 1,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411064539NAL0043706802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everyage
- EIN
- 56-6056582
- Plan number
- 001
- Location
- Newton, NC
- Participants
- 1,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,098,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,098,756
- Employer contributions
- $936,686
- Participant contributions
- $1,723,344
- Total income / additions
- $5,444,192
- Benefits paid
- $2,988,960
- Administrative expenses
- $139,743
- Total expenses
- $3,166,884
- Net increase / (decrease)
- $2,277,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $139,743 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $17,720 | $17,555 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $14,835 |