EVERQUOTE INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : EVERQUOTE 401K PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $530,921 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $8,099,897 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,691,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,626,551 |
| Value of total corrective distributions | 2023-12-31 | $51,799 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,799,143 |
| Value of total assets at end of year | 2023-12-31 | $25,925,562 |
| Value of total assets at beginning of year | 2023-12-31 | $20,986,189 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $13,095 |
| Total interest from all sources | 2023-12-31 | $5,596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $149,080 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $149,080 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $2,672,621 |
| Participant contributions at end of year | 2023-12-31 | $77,806 |
| Participant contributions at beginning of year | 2023-12-31 | $74,215 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $434,880 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $530,921 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,408,452 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $25,394,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $20,986,189 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,851,276 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,090,566 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $791,846 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $812,627 |
| Interest on participant loans | 2023-12-31 | $5,596 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $16,163,467 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $12,963,671 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $41,167 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $45,110 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,350,015 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $108,888 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $2,687,175 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $691,642 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,626,551 |
| Contract administrator fees | 2023-12-31 | $13,095 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | EDELSTEIN & COMPANY, LLP |
| Accountancy firm EIN | 2023-12-31 | 042442519 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $530,921 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $8,099,897 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $3,691,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $3,626,551 |
| Value of total corrective distributions | 2023-01-01 | $51,799 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,799,143 |
| Value of total assets at end of year | 2023-01-01 | $25,925,562 |
| Value of total assets at beginning of year | 2023-01-01 | $20,986,189 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $13,095 |
| Total interest from all sources | 2023-01-01 | $5,596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $149,080 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $149,080 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $2,672,621 |
| Participant contributions at end of year | 2023-01-01 | $77,806 |
| Participant contributions at beginning of year | 2023-01-01 | $74,215 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $434,880 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $530,921 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $4,408,452 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $25,394,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $20,986,189 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $8,851,276 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $7,090,566 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $791,846 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $812,627 |
| Interest on participant loans | 2023-01-01 | $5,596 |
| Interest earned on other investments | 2023-01-01 | $841 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $16,163,467 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $12,963,671 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $41,167 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $45,110 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,350,015 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $108,888 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $2,687,175 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $691,642 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $3,626,551 |
| Contract administrator fees | 2023-01-01 | $13,095 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | EDELSTEIN & COMPANY, LLP |
| Accountancy firm EIN | 2023-01-01 | 042442519 |
| 2022 : EVERQUOTE 401K PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $634,764 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,566,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,554,638 |
| Value of total corrective distributions | 2022-12-31 | $294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,923,975 |
| Value of total assets at end of year | 2022-12-31 | $20,986,189 |
| Value of total assets at beginning of year | 2022-12-31 | $22,917,707 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,350 |
| Total interest from all sources | 2022-12-31 | $5,185 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $125,321 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $125,321 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $3,574,627 |
| Participant contributions at end of year | 2022-12-31 | $74,215 |
| Participant contributions at beginning of year | 2022-12-31 | $165,722 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $553,497 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,931,518 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,986,189 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,917,707 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,090,566 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,830,427 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $812,627 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $776,836 |
| Interest on participant loans | 2022-12-31 | $4,651 |
| Interest earned on other investments | 2022-12-31 | $534 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $12,963,671 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $14,131,316 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $45,110 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $13,406 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,658,694 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-126,205 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-2,634,818 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $795,851 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,554,638 |
| Contract administrator fees | 2022-12-31 | $11,350 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | EDELSTEIN & COMPANY, LLP |
| Accountancy firm EIN | 2022-12-31 | 042442519 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $634,764 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,566,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,554,638 |
| Value of total corrective distributions | 2022-01-01 | $294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $4,923,975 |
| Value of total assets at end of year | 2022-01-01 | $20,986,189 |
| Value of total assets at beginning of year | 2022-01-01 | $22,917,707 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $11,350 |
| Total interest from all sources | 2022-01-01 | $5,185 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $125,321 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $125,321 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $3,574,627 |
| Participant contributions at end of year | 2022-01-01 | $74,215 |
| Participant contributions at beginning of year | 2022-01-01 | $165,722 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $553,497 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,931,518 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $20,986,189 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $22,917,707 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $7,090,566 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $7,830,427 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $812,627 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $776,836 |
| Interest on participant loans | 2022-01-01 | $4,651 |
| Interest earned on other investments | 2022-01-01 | $534 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $12,963,671 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $14,131,316 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $45,110 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $13,406 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,658,694 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-126,205 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-2,634,818 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $795,851 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,554,638 |
| Contract administrator fees | 2022-01-01 | $11,350 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | EDELSTEIN & COMPANY, LLP |
| Accountancy firm EIN | 2022-01-01 | 042442519 |
| 2021 : EVERQUOTE 401K PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $8,687,104 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $2,242,517 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,231,781 |
| Value of total corrective distributions | 2021-12-31 | $4,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,325,744 |
| Value of total assets at end of year | 2021-12-31 | $22,917,707 |
| Value of total assets at beginning of year | 2021-12-31 | $16,473,120 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,184 |
| Total interest from all sources | 2021-12-31 | $6,845 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $103,798 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $103,798 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,755,616 |
| Participant contributions at end of year | 2021-12-31 | $165,722 |
| Participant contributions at beginning of year | 2021-12-31 | $214,099 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $751,709 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $6,444,587 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,917,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,473,120 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,830,427 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,609,679 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $776,836 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $506,959 |
| Interest on participant loans | 2021-12-31 | $6,308 |
| Interest earned on other investments | 2021-12-31 | $537 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $14,131,316 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $10,133,384 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $13,406 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $8,999 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,111,187 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $136,393 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,003,137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $818,419 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,231,781 |
| Contract administrator fees | 2021-12-31 | $6,184 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | EDELSTEIN & COMPANY, LLP |
| Accountancy firm EIN | 2021-12-31 | 042442519 |
| 2020 : EVERQUOTE 401K PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $9,244,508 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $571,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $519,362 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of total corrective distributions | 2020-12-31 | $50,414 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,943,379 |
| Value of total assets at end of year | 2020-12-31 | $16,473,120 |
| Value of total assets at beginning of year | 2020-12-31 | $7,800,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,169 |
| Total income from rents | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $3,119 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $67,598 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $67,598 |
| Administrative expenses professional fees incurred | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
| Contributions received from participants | 2020-12-31 | $3,000,434 |
| Participant contributions at end of year | 2020-12-31 | $214,099 |
| Participant contributions at beginning of year | 2020-12-31 | $30,471 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,277,106 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $8,672,563 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,473,120 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,800,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
| Investment advisory and management fees | 2020-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,609,679 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,768,086 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $506,959 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $338,110 |
| Interest on participant loans | 2020-12-31 | $2,848 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $271 |
| Income. Interest from US Government securities | 2020-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $10,133,384 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,649,238 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $8,999 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $14,652 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $741,087 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $68,436 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,420,889 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $665,839 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Income. Dividends from preferred stock | 2020-12-31 | $0 |
| Income. Dividends from common stock | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $519,362 |
| Contract administrator fees | 2020-12-31 | $2,169 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | EDELSTEIN & COMPANY LLP. |
| Accountancy firm EIN | 2020-12-31 | 042442519 |
| 2019 : EVERQUOTE 401K PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $4,202,858 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $997,565 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $994,835 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,859,178 |
| Value of total assets at end of year | 2019-12-31 | $7,800,557 |
| Value of total assets at beginning of year | 2019-12-31 | $4,595,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,730 |
| Total income from rents | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $1,730 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $45,851 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $45,851 |
| Administrative expenses professional fees incurred | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
| Contributions received from participants | 2019-12-31 | $2,063,167 |
| Participant contributions at end of year | 2019-12-31 | $30,471 |
| Participant contributions at beginning of year | 2019-12-31 | $22,020 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $330,503 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,205,293 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,800,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,595,264 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,768,086 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,497,926 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $338,110 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $252,498 |
| Interest on participant loans | 2019-12-31 | $1,482 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $248 |
| Income. Interest from US Government securities | 2019-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,649,238 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,807,013 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $14,652 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $15,807 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $431,324 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $58,805 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $805,970 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $465,508 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Income. Dividends from preferred stock | 2019-12-31 | $0 |
| Income. Dividends from common stock | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $994,835 |
| Contract administrator fees | 2019-12-31 | $2,730 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | EDELSTEIN & COMPANY LLP |
| Accountancy firm EIN | 2019-12-31 | 042442519 |
| 2018 : EVERQUOTE 401K PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,928,621 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $569,169 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $567,831 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of total corrective distributions | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,365,881 |
| Value of total assets at end of year | 2018-12-31 | $4,595,264 |
| Value of total assets at beginning of year | 2018-12-31 | $3,235,812 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,338 |
| Total income from rents | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $795 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $26,935 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $26,935 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
| Contributions received from participants | 2018-12-31 | $1,696,575 |
| Participant contributions at end of year | 2018-12-31 | $22,020 |
| Participant contributions at beginning of year | 2018-12-31 | $4,031 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $288,041 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,359,452 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,595,264 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,235,812 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
| Investment advisory and management fees | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,497,926 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $865,867 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $252,498 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $136,742 |
| Interest on participant loans | 2018-12-31 | $673 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $122 |
| Income. Interest from US Government securities | 2018-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,807,013 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,226,074 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $15,807 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,098 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-150,179 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-32,918 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-281,893 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $381,265 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Income. Dividends from preferred stock | 2018-12-31 | $0 |
| Income. Dividends from common stock | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $567,831 |
| Contract administrator fees | 2018-12-31 | $1,338 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | EDELSTEIN & COMPANY LLP |
| Accountancy firm EIN | 2018-12-31 | 042442519 |
| 2017 : EVERQUOTE 401K PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Expenses. Interest paid | 2017-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,985,871 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $227,123 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $225,793 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,574,406 |
| Value of total assets at end of year | 2017-12-31 | $3,235,812 |
| Value of total assets at beginning of year | 2017-12-31 | $1,477,064 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,330 |
| Total income from rents | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $539 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $12,762 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $12,762 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | No |
| Value of fidelity bond cover | 2017-12-31 | $0 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
| Contributions received from participants | 2017-12-31 | $1,089,109 |
| Participant contributions at end of year | 2017-12-31 | $4,031 |
| Participant contributions at beginning of year | 2017-12-31 | $15,081 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $289,340 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $1,758,748 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,235,812 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,477,064 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $865,867 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,000,583 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $136,742 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
| Interest on participant loans | 2017-12-31 | $535 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $4 |
| Income. Interest from US Government securities | 2017-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,226,074 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $449,882 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $11,518 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $11,518 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,098 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $178,430 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $10,542 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $209,192 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $195,957 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Income. Dividends from preferred stock | 2017-12-31 | $0 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $225,793 |
| Contract administrator fees | 2017-12-31 | $1,330 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | EDELSTEIN AND COMPANY LLP |
| Accountancy firm EIN | 2017-12-31 | 042442519 |
| 2016 : EVERQUOTE 401K PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $704,882 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $61,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $61,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $604,925 |
| Value of total assets at end of year | 2016-12-31 | $1,477,064 |
| Value of total assets at beginning of year | 2016-12-31 | $833,727 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $250 |
| Total interest from all sources | 2016-12-31 | $1,076 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $37,911 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $37,911 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $84,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $596,855 |
| Participant contributions at end of year | 2016-12-31 | $15,081 |
| Participant contributions at beginning of year | 2016-12-31 | $25,386 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $8,070 |
| Administrative expenses (other) incurred | 2016-12-31 | $250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $643,337 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,477,064 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $833,727 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,000,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $620,598 |
| Interest on participant loans | 2016-12-31 | $1,076 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $449,882 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $178,719 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $11,518 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $9,024 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $9,024 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $21,810 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $39,160 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $61,295 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | DENIS HIGGINS |
| Accountancy firm EIN | 2016-12-31 | 042442519 |
