Everett Group LLC 401(K) Profit Sharing Plan — Form 5500 plan (Everett Group LLC)
Plain-English plan 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, Everett Group LLC 401(K) Profit Sharing Plan is a benefit plan reported by Everett Group LLC under EIN 20-5693520 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $16,335,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everett Group LLC
- EIN
- 20-5693520
- Plan number
- 001
- Plan type
- 2
- Location
- Bryant, AR
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $16,335,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20241011153040NAL0023117713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,335,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,335,837
- Net assets (BOY)
- $13,370,672
Income & contributions
- Employer contributions
- $786,602
- Participant contributions
- $1,377,143
- Total contributions
- $2,166,384
- Total income / additions
- $4,570,026
Expenses & distributions
- Benefits paid
- $1,516,528
- Administrative expenses
- $88,333
- Total expenses
- $1,604,861
- Net increase / (decrease)
- $2,965,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intrust Bank, N.A. | NONE | $74,084 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $14,249 | not reported in the loaded dataset | 2023 |