Evening Post Group, LLC Employee Retirement Plan — Form 5500 plan (Evening Post Group, 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, Evening Post Group, LLC Employee Retirement Plan is a benefit plan reported by Evening Post Group, LLC under EIN 87-1255117 and plan number 003. The latest loaded filing year is 2023. The filing reports 200 participants and $6,458,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evening Post Group, LLC
EIN
87-1255117
Plan number
003
Plan type
2
Location
Charleston, SC
Latest filing year
2023
Participants
200
End-of-year plan assets
$6,458,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240924095431NAL0025844130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,458,335
Net assets (EOY)
$6,458,335
Net assets (BOY)
$5,899,691

Income & contributions

Employer contributions
$126,742
Participant contributions
$669,941
Total contributions
$936,895
Total income / additions
$2,045,365

Expenses & distributions

Benefits paid
$1,472,346
Administrative expenses
$14,817
Total expenses
$1,488,072
Net increase / (decrease)
$557,293

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$14,818$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages