Everhart Financial Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Everhart Financial Group is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $48,097 and reported indirect compensation totals $47,766.

Reported compensation summary

Reported direct compensation
$48,097
Reported indirect compensation
$47,766
Total reported compensation
$95,863
Filings
4
Plan sponsors
4
Plans
4
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Everhart Financial Group
SponsorStatePlansReported compensation
Sawdey Solution Services, Inc.OH1$47,766
Johnson Engineering, Inc.FL1$19,140
Lifecare AllianceOH1$14,669
Ohio Medical Transportation, Inc.OH1$14,288

State footprint

Plans reporting Everhart Financial Group are sponsored in OH (3), FL (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Sawdey Solution Services, Inc.Sawdey Solution Services, Inc. 401(K) Retirement Plan2023$0$47,766
Johnson Engineering, Inc.Johnson Engineering, Inc. Employee 401(K) Profit Sharing Plan2023$19,140not reported in the loaded dataset
Lifecare AllianceLifecare Alliance 403(B) Retirement Plan2023$14,669not reported in the loaded dataset
Ohio Medical Transportation, Inc.Medflight 401(K) Retirement Savings Plan2023$14,288not reported in the loaded dataset

Related Form 5500 pages