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EVO 401(K) SAVINGS PLAN 401k Plan overview

Plan NameEVO 401(K) SAVINGS PLAN
Plan identification number 001

EVO 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EVO MERCHANT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:EVO MERCHANT SERVICES, LLC
Employer identification number (EIN):454145354
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVO 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAYLA DUNLAP
0012016-01-01RENEE RYAN
0012015-01-01AYMAN IBRAHIM
0012015-01-01AYMAN IBRAHIM
0012014-01-01AYMAN IBRAHIM
0012013-01-01AYMAN IBRAHIM
0012011-01-01AYMAN IBRAHIM RAY SIDHOM2012-10-15

Plan Statistics for EVO 401(K) SAVINGS PLAN

401k plan membership statisitcs for EVO 401(K) SAVINGS PLAN

Measure Date Value
2022: EVO 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,321
Total number of active participants reported on line 7a of the Form 55002022-01-01678
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01463
Total of all active and inactive participants2022-01-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,147
Number of participants with account balances2022-01-011,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01148
2021: EVO 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,323
Total number of active participants reported on line 7a of the Form 55002021-01-01689
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01632
Total of all active and inactive participants2021-01-011,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,321
Number of participants with account balances2021-01-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01129
2020: EVO 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,401
Total number of active participants reported on line 7a of the Form 55002020-01-01777
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01540
Total of all active and inactive participants2020-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,323
Number of participants with account balances2020-01-011,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01230
2019: EVO 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,373
Total number of active participants reported on line 7a of the Form 55002019-01-01926
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01337
Total of all active and inactive participants2019-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,270
Number of participants with account balances2019-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01234
2018: EVO 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,383
Total number of active participants reported on line 7a of the Form 55002018-01-01923
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01418
Total of all active and inactive participants2018-01-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,347
Number of participants with account balances2018-01-011,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01155
2017: EVO 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,192
Total number of active participants reported on line 7a of the Form 55002017-01-01944
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01413
Total of all active and inactive participants2017-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,362
Number of participants with account balances2017-01-011,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01135
2016: EVO 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,122
Total number of active participants reported on line 7a of the Form 55002016-01-01853
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01316
Total of all active and inactive participants2016-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,169
Number of participants with account balances2016-01-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01106
2015: EVO 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,097
Total number of active participants reported on line 7a of the Form 55002015-01-01824
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01271
Total of all active and inactive participants2015-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,095
Number of participants with account balances2015-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01127
2014: EVO 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01987
Total number of active participants reported on line 7a of the Form 55002014-01-01843
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01225
Total of all active and inactive participants2014-01-011,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,068
Number of participants with account balances2014-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01119
2013: EVO 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,209
Total number of active participants reported on line 7a of the Form 55002013-01-01811
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01146
Total of all active and inactive participants2013-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01957
Number of participants with account balances2013-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01113
2011: EVO 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01932
Total number of active participants reported on line 7a of the Form 55002011-01-01684
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01251
Total of all active and inactive participants2011-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01935
Number of participants with account balances2011-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0153

Financial Data on EVO 401(K) SAVINGS PLAN

Measure Date Value
2022 : EVO 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,634
Total unrealized appreciation/depreciation of assets2022-12-31$-3,634
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$0
Total income from all sources (including contributions)2022-12-31$-3,158,995
Total loss/gain on sale of assets2022-12-31$-1,463
Total of all expenses incurred2022-12-31$4,969,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,724,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,501,132
Value of total assets at end of year2022-12-31$45,816,648
Value of total assets at beginning of year2022-12-31$53,945,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$245,480
Total interest from all sources2022-12-31$60,782
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$692,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$692,030
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,977,318
Participant contributions at end of year2022-12-31$620,820
Participant contributions at beginning of year2022-12-31$673,118
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,195,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,128,483
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,816,648
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,945,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,195,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,023,272
Interest on participant loans2022-12-31$35,248
Interest earned on other investments2022-12-31$25,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$88,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$86
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,903,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,243,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,408,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,328,578
Income. Dividends from common stock2022-12-31$443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,724,008
Contract administrator fees2022-12-31$245,480
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$8,151
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,288
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$466,209
Aggregate carrying amount (costs) on sale of assets2022-12-31$467,672
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH & HOWARD, PC
Accountancy firm EIN2022-12-31581250486
2021 : EVO 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-5,379
Total unrealized appreciation/depreciation of assets2021-12-31$-5,379
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$12,330,676
Total loss/gain on sale of assets2021-12-31$37,737
Total of all expenses incurred2021-12-31$5,963,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,737,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,234,054
Value of total assets at end of year2021-12-31$53,945,131
Value of total assets at beginning of year2021-12-31$47,577,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225,393
Total interest from all sources2021-12-31$71,852
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$975,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$974,857
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,814,527
Participant contributions at end of year2021-12-31$673,118
Participant contributions at beginning of year2021-12-31$820,707
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$105,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,367,365
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,945,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,577,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$52,023,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,531,660
Interest on participant loans2021-12-31$52,972
Interest earned on other investments2021-12-31$18,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,243,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,082,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,016,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,314,328
Income. Dividends from common stock2021-12-31$980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,737,918
Contract administrator fees2021-12-31$225,393
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,288
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$138,498
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$247,101
Aggregate carrying amount (costs) on sale of assets2021-12-31$209,364
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SMITH & HOWARD, PC
Accountancy firm EIN2021-12-31581250486
2020 : EVO 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$34,970
Total unrealized appreciation/depreciation of assets2020-12-31$34,970
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$4,565
Total income from all sources (including contributions)2020-12-31$11,202,577
Total loss/gain on sale of assets2020-12-31$-8,011
Total of all expenses incurred2020-12-31$5,789,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,569,603
Expenses. Certain deemed distributions of participant loans2020-12-31$542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,000,805
Value of total assets at end of year2020-12-31$47,577,766
Value of total assets at beginning of year2020-12-31$42,168,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$218,905
Total interest from all sources2020-12-31$61,223
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$648,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$648,072
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,625,900
Participant contributions at end of year2020-12-31$820,707
Participant contributions at beginning of year2020-12-31$859,538
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$79,241
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$512,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,413,527
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,577,766
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,164,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,531,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,261,121
Interest on participant loans2020-12-31$43,049
Interest earned on other investments2020-12-31$18,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$52,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$52,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,082,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$861,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,464,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$862,802
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$28,174
Income. Dividends from common stock2020-12-31$608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,569,603
Contract administrator fees2020-12-31$218,905
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$138,498
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$26,713
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$77,669
Aggregate carrying amount (costs) on sale of assets2020-12-31$85,680
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD, PC
Accountancy firm EIN2020-12-31581250486
2019 : EVO 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,746
Total unrealized appreciation/depreciation of assets2019-12-31$4,746
Total transfer of assets to this plan2019-12-31$1,747,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,114
Total income from all sources (including contributions)2019-12-31$14,118,475
Total loss/gain on sale of assets2019-12-31$-243
Total of all expenses incurred2019-12-31$6,507,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,325,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,292,940
Value of total assets at end of year2019-12-31$42,168,804
Value of total assets at beginning of year2019-12-31$32,808,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$182,409
Total interest from all sources2019-12-31$71,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$725,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$725,771
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,188,746
Participant contributions at end of year2019-12-31$859,538
Participant contributions at beginning of year2019-12-31$816,901
Participant contributions at end of year2019-12-31$79,241
Participant contributions at beginning of year2019-12-31$140,532
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$707,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,610,998
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,164,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,805,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,261,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,920,755
Interest on participant loans2019-12-31$55,558
Interest earned on other investments2019-12-31$16,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$861,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$930,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,023,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,396,536
Employer contributions (assets) at end of year2019-12-31$28,174
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,325,068
Contract administrator fees2019-12-31$182,409
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$26,713
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$34,942
Aggregate carrying amount (costs) on sale of assets2019-12-31$35,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD, PC
Accountancy firm EIN2019-12-31581250486
2018 : EVO 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,317
Total income from all sources (including contributions)2018-12-31$4,843,372
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,882,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,760,298
Expenses. Certain deemed distributions of participant loans2018-12-31$20,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,892,681
Value of total assets at end of year2018-12-31$32,808,652
Value of total assets at beginning of year2018-12-31$34,849,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,594
Total interest from all sources2018-12-31$43,112
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$712,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$712,862
Administrative expenses professional fees incurred2018-12-31$10,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,892,121
Participant contributions at end of year2018-12-31$816,901
Participant contributions at beginning of year2018-12-31$781,154
Participant contributions at end of year2018-12-31$140,532
Participant contributions at beginning of year2018-12-31$108,525
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,773,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,317
Administrative expenses (other) incurred2018-12-31$15,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,039,033
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,805,538
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,844,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,920,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,995,395
Interest on participant loans2018-12-31$43,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$930,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$925,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,805,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,227,318
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$36,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,760,298
Contract administrator fees2018-12-31$75,988
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD, PC
Accountancy firm EIN2018-12-31581250486
2017 : EVO 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,835
Total income from all sources (including contributions)2017-12-31$10,944,604
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,243,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,167,241
Value of total corrective distributions2017-12-31$30,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,609,381
Value of total assets at end of year2017-12-31$34,849,888
Value of total assets at beginning of year2017-12-31$28,178,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,936
Total interest from all sources2017-12-31$54,678
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$479,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$479,926
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,676,051
Participant contributions at end of year2017-12-31$781,154
Participant contributions at beginning of year2017-12-31$990,245
Participant contributions at end of year2017-12-31$108,525
Participant contributions at beginning of year2017-12-31$15,250
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$576,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$34,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,700,963
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,844,571
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,143,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,995,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,902,961
Interest on participant loans2017-12-31$50,623
Interest earned on other investments2017-12-31$4,055
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$1,263,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$925,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,793,400
Net investment gain or loss from common/collective trusts2017-12-31$7,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,356,750
Employer contributions (assets) at end of year2017-12-31$36,974
Employer contributions (assets) at beginning of year2017-12-31$6,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,167,241
Contract administrator fees2017-12-31$45,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD, PC
Accountancy firm EIN2017-12-31581250486
2016 : EVO 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,083
Total income from all sources (including contributions)2016-12-31$6,341,817
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,568,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,538,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,108,415
Value of total assets at end of year2016-12-31$28,178,443
Value of total assets at beginning of year2016-12-31$23,377,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,482
Total interest from all sources2016-12-31$46,016
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,812,548
Participant contributions at end of year2016-12-31$990,245
Participant contributions at beginning of year2016-12-31$853,829
Participant contributions at end of year2016-12-31$15,250
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$244,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$34,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,083
Other income not declared elsewhere2016-12-31$-321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,773,221
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,143,608
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,370,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,902,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,502,100
Interest on participant loans2016-12-31$46,016
Value of interest in common/collective trusts at end of year2016-12-31$1,263,286
Value of interest in common/collective trusts at beginning of year2016-12-31$1,017,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,175,194
Net investment gain or loss from common/collective trusts2016-12-31$12,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,050,935
Employer contributions (assets) at end of year2016-12-31$6,701
Employer contributions (assets) at beginning of year2016-12-31$3,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,538,114
Contract administrator fees2016-12-31$30,482
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : EVO 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,286,547
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,161,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,101,254
Value of total corrective distributions2015-12-31$30,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,388,260
Value of total assets at end of year2015-12-31$23,377,470
Value of total assets at beginning of year2015-12-31$20,245,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,565
Total interest from all sources2015-12-31$40,140
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,736,112
Participant contributions at end of year2015-12-31$853,829
Participant contributions at beginning of year2015-12-31$750,045
Participant contributions at beginning of year2015-12-31$15,976
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$586,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,083
Other income not declared elsewhere2015-12-31$3,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,124,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,370,387
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,245,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,502,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,605,445
Interest on participant loans2015-12-31$40,140
Value of interest in common/collective trusts at end of year2015-12-31$1,017,647
Value of interest in common/collective trusts at beginning of year2015-12-31$867,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-155,503
Net investment gain or loss from common/collective trusts2015-12-31$10,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,065,240
Employer contributions (assets) at end of year2015-12-31$3,894
Employer contributions (assets) at beginning of year2015-12-31$6,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,101,254
Contract administrator fees2015-12-31$30,565
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : EVO 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,250,391
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,832,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,803,992
Value of total corrective distributions2014-12-31$13,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,352,360
Value of total assets at end of year2014-12-31$20,245,665
Value of total assets at beginning of year2014-12-31$17,827,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,421
Total interest from all sources2014-12-31$33,410
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,365,982
Participant contributions at end of year2014-12-31$750,045
Participant contributions at beginning of year2014-12-31$642,986
Participant contributions at end of year2014-12-31$15,976
Participant contributions at beginning of year2014-12-31$561
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$7,065
Value of net income/loss2014-12-31$2,417,748
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,245,665
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,827,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,605,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,055,289
Interest on participant loans2014-12-31$33,410
Value of interest in common/collective trusts at end of year2014-12-31$867,406
Value of interest in common/collective trusts at beginning of year2014-12-31$1,128,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$857,842
Net investment gain or loss from common/collective trusts2014-12-31$6,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$882,158
Employer contributions (assets) at end of year2014-12-31$6,793
Employer contributions (assets) at beginning of year2014-12-31$281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,803,992
Contract administrator fees2014-12-31$15,421
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : EVO 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$226,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,656,885
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,269,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,203,963
Expenses. Certain deemed distributions of participant loans2013-12-31$51,343
Value of total corrective distributions2013-12-31$9,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,617,276
Value of total assets at end of year2013-12-31$17,827,917
Value of total assets at beginning of year2013-12-31$13,667,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,650
Total interest from all sources2013-12-31$26,884
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,994,280
Participant contributions at end of year2013-12-31$642,986
Participant contributions at beginning of year2013-12-31$461,841
Participant contributions at end of year2013-12-31$561
Participant contributions at beginning of year2013-12-31$11,156
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$97,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,215,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$4,386,888
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,827,917
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,667,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,055,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,733,422
Interest on participant loans2013-12-31$26,884
Value of interest in common/collective trusts at end of year2013-12-31$1,128,800
Value of interest in common/collective trusts at beginning of year2013-12-31$1,241,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,004,347
Net investment gain or loss from common/collective trusts2013-12-31$8,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$525,159
Employer contributions (assets) at end of year2013-12-31$281
Employer contributions (assets) at beginning of year2013-12-31$4,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,203,963
Contract administrator fees2013-12-31$5,650
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2011 : EVO 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,412,556
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$652,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$571,167
Expenses. Certain deemed distributions of participant loans2011-12-31$22,170
Value of total corrective distributions2011-12-31$54,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,783,885
Value of total assets at end of year2011-12-31$8,638,338
Value of total assets at beginning of year2011-12-31$7,878,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,185
Total interest from all sources2011-12-31$17,906
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,241,418
Participant contributions at end of year2011-12-31$392,183
Participant contributions at beginning of year2011-12-31$332,410
Participant contributions at end of year2011-12-31$4,599
Participant contributions at beginning of year2011-12-31$2,498
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,512
Administrative expenses (other) incurred2011-12-31$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$760,252
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,638,338
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,878,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,274,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,777,801
Interest on participant loans2011-12-31$17,906
Value of interest in common/collective trusts at end of year2011-12-31$965,506
Value of interest in common/collective trusts at beginning of year2011-12-31$764,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-400,218
Net investment gain or loss from common/collective trusts2011-12-31$10,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$515,955
Employer contributions (assets) at end of year2011-12-31$1,890
Employer contributions (assets) at beginning of year2011-12-31$1,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$571,167
Contract administrator fees2011-12-31$4,113
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221478099

Form 5500 Responses for EVO 401(K) SAVINGS PLAN

2022: EVO 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EVO 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVO 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVO 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVO 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVO 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVO 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVO 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVO 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVO 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: EVO 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63092
Policy instance 1
Insurance contract or identification numberQK63092
Number of Individuals Covered1147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63092
Policy instance 1
Insurance contract or identification numberQK63092
Number of Individuals Covered1321
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63092
Policy instance 1
Insurance contract or identification numberQK63092
Number of Individuals Covered1323
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63092
Policy instance 1
Insurance contract or identification numberQK63092
Number of Individuals Covered1270
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63092
Policy instance 1
Insurance contract or identification numberQK63092
Number of Individuals Covered1347
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK63092
Policy instance 1
Insurance contract or identification numberQK63092
Number of Individuals Covered1362
Insurance policy start date2017-08-31
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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