Evervet 401(K) Retirement Plan — Form 5500 plan (Evervet Operations, 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, Evervet 401(K) Retirement Plan is a benefit plan reported by Evervet Operations, LLC under EIN 85-1152420 and plan number 002. The latest loaded filing year is 2023. The filing reports 480 participants and $7,757,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evervet Operations, LLC
- EIN
- 85-1152420
- Plan number
- 002
- Plan type
- 2
- Location
- West Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $7,757,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20240930151450NAL0005866497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,757,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,757,782
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $980,169
- Participant contributions
- $1,845,987
- Total contributions
- $4,225,253
- Total income / additions
- $4,867,282
Expenses & distributions
- Benefits paid
- $168,296
- Administrative expenses
- $23,137
- Total expenses
- $194,286
- Net increase / (decrease)
- $4,672,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valley Forge Investment Consultants | INVESTMENT ADVISOR | $14,552 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $8,064 | $0 | 2023 |
| The Mandmarblestne Group LLC | TPA | $4,775 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $334 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evervet Operations, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in West Conshohocken, PA
- Valley Forge Investment Consultants — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- The Mandmarblestne Group LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation