EVOLUTION PARTNERS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC
| Measure | Date | Value |
|---|
| 2023: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-05-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-05-01 | 8 |
| Number of retired or separated participants receiving benefits | 2023-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-05-01 | 0 |
| Total of all active and inactive participants | 2023-05-01 | 8 |
| 2022: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 1 |
| 2021: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 12 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 12 |
| 2020: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 10 |
| 2019: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 15 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
| Total of all active and inactive participants | 2019-05-01 | 15 |
| 2018: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Measure | Date | Value |
|---|
| 2024 : EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2024 401k financial data |
|---|
| Total income from all sources | 2024-04-30 | $0 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $0 |
| Value of fidelity bond covering the plan | 2024-04-30 | $11,000 |
| Net income (gross income less expenses) | 2024-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2024-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-04-30 | $0 |
| 2023 : EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $98,778 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $98,778 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $44,982 |
| Value of fidelity bond covering the plan | 2023-04-30 | $11,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $53,796 |
| Net income (gross income less expenses) | 2023-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $98,778 |
| 2022 : EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $95,481 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $95,481 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $45,257 |
| Total plan assets at beginning of year | 2022-04-30 | $0 |
| Value of fidelity bond covering the plan | 2022-04-30 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $50,224 |
| Net income (gross income less expenses) | 2022-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $95,481 |
| 2021 : EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $86,379 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $86,379 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $41,215 |
| Total plan assets at end of year | 2021-04-30 | $0 |
| Total plan assets at beginning of year | 2021-04-30 | $0 |
| Value of fidelity bond covering the plan | 2021-04-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $45,164 |
| Net income (gross income less expenses) | 2021-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $86,379 |
| 2020 : EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total plan liabilities at beginning of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $88,008 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $88,008 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $41,122 |
| Total plan assets at end of year | 2020-04-30 | $0 |
| Total plan assets at beginning of year | 2020-04-30 | $0 |
| Value of fidelity bond covering the plan | 2020-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $46,886 |
| Net income (gross income less expenses) | 2020-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $88,008 |
| 2018 : EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2018 401k financial data |
|---|
| Total income from all sources | 2018-04-30 | $17,704 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $12,095 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $912 |
| Total plan assets at end of year | 2018-04-30 | $5,609 |
| Value of fidelity bond covering the plan | 2018-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $11,183 |
| Net income (gross income less expenses) | 2018-04-30 | $5,609 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $5,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $17,704 |
| 2023: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPLOYEE HELATH PLAN EVOLUTION PARTNERS LLC 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
