Everwatch 401(K) Plan — Form 5500 plan (Ian, Evan & Alexander Corporation)
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, Everwatch 401(K) Plan is a benefit plan reported by Ian, Evan & Alexander Corporation under EIN 84-1599429 and plan number 001. The latest loaded filing year is 2023. The filing reports 753 participants and $88,188,566 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$88.2MPlan net assets, end of year$88,188,566
Participants753Covered participants reported
Assets / participant$117.1KComputed: assets ÷ participants$117,116 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Ian, Evan & Alexander Corporation
- EIN
- 84-1599429
- Plan number
- 001
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 753 | H, C | 20241015080222NAL0014220403001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$88.2M total assets
Net assets$88.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $88,188,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,188,566
- Net assets (BOY)
- $71,246,872
Income & contributions
- Employer contributions
- $5,617,264
- Participant contributions
- $4,787,420
- Total contributions
- $12,248,877
- Total income / additions
- $26,461,741
Expenses & distributions
- Benefits paid
- $9,510,677
- Administrative expenses
- $8,513
- Total expenses
- $9,520,047
- Net increase / (decrease)
- $16,941,694
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
54%46%
Employer 54%Participant 46%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$10,807 | $0 | 2023 |