Plan5500

Everest Realty Group — Form 5500 plan (Everest Realty Group)

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, Everest Realty Group is a benefit plan reported by Everest Realty Group under EIN 27-0261079 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $802,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Everest Realty Group
EIN
27-0261079
Plan number
001
Plan type
2
Location
Midvale, UT
Latest filing year
2023
Participants
117
End-of-year plan assets
$802,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20240906064604NAL0000504979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$802,770
Total liabilities (EOY)
$0
Net assets (EOY)
$802,770
Net assets (BOY)
$824,960

Income & contributions

Employer contributions
$4,856
Participant contributions
$92,391
Total contributions
$97,247
Total income / additions
$230,841

Expenses & distributions

Benefits paid
$236,469
Administrative expenses
$5,367
Total expenses
$253,031
Net increase / (decrease)
-$22,190

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$1,318$02023

Related Form 5500 pages