Everdriven Technologies, LLC 401(K) Plan — Form 5500 plan (Everdriven Technologies, 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, Everdriven Technologies, LLC 401(K) Plan is a benefit plan reported by Everdriven Technologies, LLC under EIN 83-3242150 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $5,289,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Everdriven Technologies, LLC
EIN
83-3242150
Plan number
001
Plan type
2
Location
St. George, UT
Latest filing year
2023
Participants
255
End-of-year plan assets
$5,289,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20250416141147NAL0008565552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,289,595
Total liabilities (EOY)
$0
Net assets (EOY)
$5,289,595
Net assets (BOY)
$3,577,259

Income & contributions

Employer contributions
$347,048
Participant contributions
$857,235
Total contributions
$1,599,866
Total income / additions
$2,334,551

Expenses & distributions

Benefits paid
$583,230
Administrative expenses
$38,985
Total expenses
$622,215
Net increase / (decrease)
$1,712,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$38,984$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$9,7112023

Related Form 5500 pages