Evo 401(K) Plan — Form 5500 plan (Evo Transportation And Energy Services)
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, Evo 401(K) Plan is a benefit plan reported by Evo Transportation And Energy Services under EIN 83-3508235 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,827 participants and $7,682,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evo Transportation And Energy Services
- EIN
- 83-3508235
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,827
- End-of-year plan assets
- $7,682,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,827 | H, C | 20241015101626NAL0055535730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,682,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,682,703
- Net assets (BOY)
- $8,083,176
Income & contributions
- Employer contributions
- $594,079
- Participant contributions
- $1,104,321
- Total contributions
- $1,710,199
- Total income / additions
- $2,956,854
Expenses & distributions
- Benefits paid
- $3,167,356
- Administrative expenses
- $189,971
- Total expenses
- $3,357,327
- Net increase / (decrease)
- -$400,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $92,264 | $0 | 2023 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $49,583 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners | TPA | $48,105 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evo Transportation And Energy Services
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Empower Annuity Insurance Company — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation