Everbrite, LLC Profit Sharing Plan — Form 5500 plan (Everbrite, 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, Everbrite, LLC Profit Sharing Plan is a benefit plan reported by Everbrite, LLC under EIN 65-1164066 and plan number 001. The latest loaded filing year is 2023. The filing reports 937 participants and $49,997,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everbrite, LLC
- EIN
- 65-1164066
- Plan number
- 001
- Plan type
- 2
- Location
- Greenfield, WI
- Latest filing year
- 2023
- Participants
- 937
- End-of-year plan assets
- $49,997,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 937 | H, C | 20241122160029NAL0000846947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,997,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,997,272
- Net assets (BOY)
- $50,414,404
Income & contributions
- Employer contributions
- $470,153
- Participant contributions
- $2,263,971
- Total contributions
- $2,907,706
- Total income / additions
- $10,258,939
Expenses & distributions
- Benefits paid
- $10,541,254
- Administrative expenses
- $113,998
- Total expenses
- $10,676,071
- Net increase / (decrease)
- -$417,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $76,238 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,760 | $0 | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $78 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Everbrite, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greenfield, WI
- Spectrum Investment Advisors Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation