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EVO 401(K) PLAN 401k Plan overview

Plan NameEVO 401(K) PLAN
Plan identification number 001

EVO 401(K) 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.
  • 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 SERVICES GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:EVO SERVICES GROUP, LLC
Employer identification number (EIN):833508235
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01JARED BROWN2021-10-15
0012019-01-01
0012018-01-01

Plan Statistics for EVO 401(K) PLAN

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

Measure Date Value
2023: EVO 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,827
Total number of active participants reported on line 7a of the Form 55002023-01-011,568
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01314
Total of all active and inactive participants2023-01-011,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,882
Number of participants with account balances2023-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EVO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,384
Total number of active participants reported on line 7a of the Form 55002022-01-012,827
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,827
Number of participants with account balances2022-01-011,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EVO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,832
Total number of active participants reported on line 7a of the Form 55002021-01-011,707
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01677
Total of all active and inactive participants2021-01-012,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,384
Number of participants with account balances2021-01-011,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EVO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,145
Total number of active participants reported on line 7a of the Form 55002020-01-011,579
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01253
Total of all active and inactive participants2020-01-011,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,832
Number of participants with account balances2020-01-011,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EVO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01320
Total number of active participants reported on line 7a of the Form 55002019-01-01942
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01203
Total of all active and inactive participants2019-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,145
Number of participants with account balances2019-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EVO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01503
Total number of active participants reported on line 7a of the Form 55002018-01-01220
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01320
Number of participants with account balances2018-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on EVO 401(K) PLAN

Measure Date Value
2023 : EVO 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
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$2,956,854
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,357,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,167,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,710,199
Value of total assets at end of year2023-12-31$7,682,703
Value of total assets at beginning of year2023-12-31$8,083,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$189,971
Total interest from all sources2023-12-31$1,906
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$208,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$208,210
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,104,321
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$816
Participant contributions at end of year2023-12-31$30,650
Participant contributions at beginning of year2023-12-31$71,955
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,799
Administrative expenses (other) incurred2023-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-400,473
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,682,703
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,083,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$49,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,500,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,293,095
Interest on participant loans2023-12-31$4
Interest earned on other investments2023-12-31$1,902
Value of interest in common/collective trusts at end of year2023-12-31$36,601
Value of interest in common/collective trusts at beginning of year2023-12-31$527,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$115,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$189,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$995,493
Net investment gain or loss from common/collective trusts2023-12-31$41,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$594,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,167,356
Contract administrator fees2023-12-31$48,105
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31BAS PARTNERS, LLC
Accountancy firm EIN2023-12-31208779390
2022 : EVO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$812,680
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,958,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,826,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,584,164
Value of total assets at end of year2022-12-31$8,083,176
Value of total assets at beginning of year2022-12-31$10,228,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$131,973
Total interest from all sources2022-12-31$1,621
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$210,205
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$210,205
Administrative expenses professional fees incurred2022-12-31$111,104
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$993,908
Participant contributions at end of year2022-12-31$816
Participant contributions at beginning of year2022-12-31$4,151
Participant contributions at end of year2022-12-31$71,955
Participant contributions at beginning of year2022-12-31$36,688
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$428,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,145,448
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,083,176
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,228,624
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
Investment advisory and management fees2022-12-31$20,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,293,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,255,471
Interest on participant loans2022-12-31$110
Value of interest in common/collective trusts at end of year2022-12-31$527,986
Value of interest in common/collective trusts at beginning of year2022-12-31$830,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$189,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$101,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,787,691
Net investment gain or loss from common/collective trusts2022-12-31$-195,619
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$1,161,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,826,155
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
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BAS PARTNERS, LLC
Accountancy firm EIN2022-12-31208779390
2021 : EVO 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,404,600
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,057,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,890,819
Expenses. Certain deemed distributions of participant loans2021-12-31$345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,222,535
Value of total assets at end of year2021-12-31$10,228,624
Value of total assets at beginning of year2021-12-31$8,881,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$166,245
Total interest from all sources2021-12-31$1,356
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,135,196
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$1,135,196
Administrative expenses professional fees incurred2021-12-31$126,742
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$952,756
Participant contributions at end of year2021-12-31$4,151
Participant contributions at beginning of year2021-12-31$11,078
Participant contributions at end of year2021-12-31$36,688
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$421,903
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$1,347,191
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,228,624
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,881,433
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
Investment advisory and management fees2021-12-31$39,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,255,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,028,403
Interest on participant loans2021-12-31$345
Value of interest in common/collective trusts at end of year2021-12-31$830,447
Value of interest in common/collective trusts at beginning of year2021-12-31$701,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$101,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$140,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-71,134
Net investment gain or loss from common/collective trusts2021-12-31$116,647
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,847,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,890,819
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
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BAS PARTNERS, LLC
Accountancy firm EIN2021-12-31208779390
2020 : EVO 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,179,348
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$5,720,736
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,428,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,137,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,187,136
Value of total assets at end of year2020-12-31$8,881,433
Value of total assets at beginning of year2020-12-31$5,409,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$290,738
Total interest from all sources2020-12-31$2,654
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$236,942
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$236,942
Administrative expenses professional fees incurred2020-12-31$290,738
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$807,682
Participant contributions at end of year2020-12-31$11,078
Participant contributions at beginning of year2020-12-31$11,378
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$178,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,128,177
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$2,292,215
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,881,433
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,409,870
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$8,028,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,848,447
Interest on participant loans2020-12-31$1,085
Value of interest in common/collective trusts at end of year2020-12-31$701,251
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$140,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$104,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,219,135
Net investment gain or loss from common/collective trusts2020-12-31$74,869
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,200,966
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$317,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,137,783
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAS PARTNERS, LLC
Accountancy firm EIN2020-12-31208779390
2019 : EVO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,873,614
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$2,172,211
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$818,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$710,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,579,283
Value of total assets at end of year2019-12-31$5,409,870
Value of total assets at beginning of year2019-12-31$2,182,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,097
Total interest from all sources2019-12-31$4,935
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,336
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$101,336
Administrative expenses professional fees incurred2019-12-31$93,044
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$354,265
Participant contributions at end of year2019-12-31$11,378
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,128,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,353,851
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,409,870
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,182,405
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
Investment advisory and management fees2019-12-31$15,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,848,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,006,792
Interest on participant loans2019-12-31$128
Interest earned on other investments2019-12-31$4,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$104,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$486,657
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,166,306
Employer contributions (assets) at end of year2019-12-31$317,144
Employer contributions (assets) at beginning of year2019-12-31$93,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$710,263
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
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 name2019-12-31BAS PARTNERS, LLC
Accountancy firm EIN2019-12-31208779390
2018 : EVO 401(K) 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$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$986,926
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$647,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$570,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,114,227
Value of total assets at end of year2018-12-31$2,182,405
Value of total assets at beginning of year2018-12-31$1,842,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$77,031
Total interest from all sources2018-12-31$887
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$67,546
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$67,546
Administrative expenses professional fees incurred2018-12-31$65,509
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$222,833
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,724
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$339,431
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,182,405
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,842,974
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
Investment advisory and management fees2018-12-31$11,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,006,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,773,151
Interest earned on other investments2018-12-31$887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$82,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$69,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-195,734
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$827,670
Employer contributions (assets) at end of year2018-12-31$93,233
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$570,464
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 name2018-12-31BAS PARTNERS, LLC
Accountancy firm EIN2018-12-31208779390

Form 5500 Responses for EVO 401(K) PLAN

2023: EVO 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EVO 401(K) 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EVO 401(K) 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVO 401(K) 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVO 401(K) 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVO 401(K) 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917168-01
Policy instance 1
Insurance contract or identification number917168-01
Number of Individuals Covered37
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917168-01
Policy instance 1
Insurance contract or identification number917168-01
Number of Individuals Covered53
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917168-01
Policy instance 1
Insurance contract or identification number917168-01
Number of Individuals Covered56
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917168-01
Policy instance 1
Insurance contract or identification number917168-01
Number of Individuals Covered66
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917168-01
Policy instance 1
Insurance contract or identification number917168-01
Number of Individuals Covered70
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917168-01
Policy instance 1
Insurance contract or identification number917168-01
Number of Individuals Covered50
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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