Plan5500

Everservice Holdings, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Everservice Holdings, 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, Everservice Holdings, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Everservice Holdings, LLC under EIN 83-1972213 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $6,696,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Everservice Holdings, LLC
EIN
83-1972213
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
537
End-of-year plan assets
$6,696,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023537H, C20241015180102NAL0015210707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,696,864
Net assets (EOY)
$6,696,864
Net assets (BOY)
$4,602,874

Income & contributions

Employer contributions
$505,690
Participant contributions
$893,469
Total contributions
$1,568,959
Total income / additions
$2,557,803

Expenses & distributions

Benefits paid
$398,415
Administrative expenses
$65,398
Total expenses
$463,813
Net increase / (decrease)
$2,093,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$19,709not reported in the loaded dataset2023
Avantax Advisory Services IncINVESTMENT ADVISORY-PLAN$17,744not reported in the loaded dataset2023
Campbell AlbrechtTPA$9,360not reported in the loaded dataset2023

Related Form 5500 pages