Evolucion Innovations, Inc. Retirement Trust — Form 5500 plan (Evolucion Innovations, Inc.)
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, Evolucion Innovations, Inc. Retirement Trust is a benefit plan reported by Evolucion Innovations, Inc. under EIN 56-2529165 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $7,548,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evolucion Innovations, Inc.
- EIN
- 56-2529165
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $7,548,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241003143946NAL0010668289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,548,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,548,471
- Net assets (BOY)
- $5,308,795
Income & contributions
- Employer contributions
- $266,927
- Participant contributions
- $1,229,157
- Total contributions
- $1,542,779
- Total income / additions
- $2,687,387
Expenses & distributions
- Benefits paid
- $245,809
- Administrative expenses
- $40,744
- Total expenses
- $447,711
- Net increase / (decrease)
- $2,239,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,315 | $0 | 2023 |
| Evergreen Retirement Plan Consultin | THIRD PARTY ADMINISTRATO | $10,350 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $7,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $4,998 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evolucion Innovations, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Empower Annuity Insurance Company — Schedule C compensation
- Evergreen Retirement Plan Consultin — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation