Everest Clinical Research Corporation 401(K) Plan — Form 5500 plan (Everest Clinical Research 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, Everest Clinical Research Corporation 401(K) Plan is a benefit plan reported by Everest Clinical Research Corporation under EIN 98-0548374 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $11,625,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everest Clinical Research Corporation
- EIN
- 98-0548374
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgewater, NJ
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $11,625,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241011160603NAL0012736643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,625,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,625,746
- Net assets (BOY)
- $8,122,414
Income & contributions
- Employer contributions
- $368,848
- Participant contributions
- $1,503,911
- Total contributions
- $2,211,722
- Total income / additions
- $3,880,927
Expenses & distributions
- Benefits paid
- $324,823
- Administrative expenses
- $52,772
- Total expenses
- $377,595
- Net increase / (decrease)
- $3,503,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $37,151 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,959 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,662 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Everest Clinical Research Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bridgewater, NJ
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation