Evolve Treatment Centers 401(K) Plan — Form 5500 plan (Evolve Growth Initiatives, LLC, Dba Evolve Treatment Centers)
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 Treatment Centers 401(K) Plan is a benefit plan reported by Evolve Growth Initiatives, LLC, Dba Evolve Treatment Centers under EIN 46-5716785 and plan number 003. The latest loaded filing year is 2023. The filing reports 345 participants and $2,726,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evolve Growth Initiatives, LLC, Dba Evolve Treatment Centers
- EIN
- 46-5716785
- Plan number
- 003
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $2,726,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241004161236NAL0005811715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,726,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,726,513
- Net assets (BOY)
- $2,172,072
Income & contributions
- Employer contributions
- $135,343
- Participant contributions
- $682,335
- Total contributions
- $855,204
- Total income / additions
- $1,275,683
Expenses & distributions
- Benefits paid
- $652,794
- Administrative expenses
- $68,448
- Total expenses
- $721,242
- Net increase / (decrease)
- $554,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $30,107 | $0 | 2023 |
| The Ryding Company | TPA | $15,623 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $11,252 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evolve Growth Initiatives, LLC, Dba Evolve Treatment Centers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Segundo, CA
- Transamerica Life Insurance Company — Schedule C compensation
- The Ryding Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation