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, Everyage 403(B) Retirement Plan is a benefit plan reported by Everyage under EIN 56-6056582 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,396 participants and $19,098,756 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,098,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,098,756
- Net assets (BOY)
- $16,821,448
Income & contributions
- Employer contributions
- $936,686
- Participant contributions
- $1,723,344
- Total contributions
- $2,757,207
- Total income / additions
- $5,444,192
Expenses & distributions
- Benefits paid
- $2,988,960
- Administrative expenses
- $139,743
- Total expenses
- $3,166,884
- Net increase / (decrease)
- $2,277,308