Ever.Ag 401(K) Plan — Form 5500 plan (Ever.Ag, 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, Ever.Ag 401(K) Plan is a benefit plan reported by Ever.Ag, LLC under EIN 75-2890244 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $47,245,275 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ever.Ag, LLC
EIN
75-2890244
Plan number
001
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
455
End-of-year plan assets
$47,245,275

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023455H, C20241014094513NAL0013079555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,245,275
Total liabilities (EOY)
$0
Net assets (EOY)
$47,245,275
Net assets (BOY)
$35,871,859

Income & contributions

Employer contributions
$1,988,129
Participant contributions
$4,452,990
Total contributions
$7,153,490
Total income / additions
$13,549,101

Expenses & distributions

Benefits paid
$3,181,301
Administrative expenses
$126,053
Total expenses
$3,317,230
Net increase / (decrease)
$10,231,871

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesADVISOR$94,881not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$45,625$02023

Related Form 5500 pages