Evolve Ip, LLC 401(K) Plan — Form 5500 plan (Evolve Ip, 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, Evolve Ip, LLC 401(K) Plan is a benefit plan reported by Evolve Ip, LLC under EIN 20-8562435 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $10,980,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evolve Ip, LLC
- EIN
- 20-8562435
- Plan number
- 001
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $10,980,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20240807112056NAL0003593857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,980,941
- Total liabilities (EOY)
- $15,729
- Net assets (EOY)
- $10,965,212
- Net assets (BOY)
- $9,720,334
Income & contributions
- Employer contributions
- $165,453
- Participant contributions
- $1,236,898
- Total contributions
- $1,750,420
- Total income / additions
- $3,450,632
Expenses & distributions
- Benefits paid
- $2,142,285
- Administrative expenses
- $63,469
- Total expenses
- $2,205,754
- Net increase / (decrease)
- $1,244,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kathmere Capital Mgmt LLC | INVESTMENT ADV, OTHER | $30,166 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORD KEEPER | $28,362 | $0 | 2023 |
| Dorsa Consulting Services | CONTRACT ADMIN | $2,950 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,753 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evolve Ip, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- Kathmere Capital Mgmt LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Dorsa Consulting Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation