Evergy, Inc. 401k Savings Plan — Form 5500 plan (Evergy, 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, Evergy, Inc. 401k Savings Plan is a benefit plan reported by Evergy, Inc. under EIN 82-2733395 and plan number 006. The latest loaded filing year is 2023. The filing reports 6,156 participants and $1,336,372,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergy, Inc.
- EIN
- 82-2733395
- Plan number
- 006
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 6,156
- End-of-year plan assets
- $1,336,372,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,156 | H, C | 20240627074615NAL0014032160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,336,372,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,336,372,818
- Net assets (BOY)
- $1,250,822,709
Income & contributions
- Employer contributions
- $23,903,844
- Participant contributions
- $54,463,747
- Total contributions
- $81,155,183
- Total income / additions
- $259,097,065
Expenses & distributions
- Benefits paid
- $172,394,116
- Administrative expenses
- $1,124,733
- Total expenses
- $173,546,956
- Net increase / (decrease)
- $85,550,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | NONE | $634,787 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $372,734 | $0 | 2023 |
| Sageview Advisory Group LLC | NONE | $82,363 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $31,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Empower Advisory Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation