401k Plan data: EMPLOYEE ASSISTANCE PLAN plan

EMPLOYEE ASSISTANCE PLAN 401k Plan overview

Plan Name	EMPLOYEE ASSISTANCE PLAN
Plan identification number	509

EMPLOYEE ASSISTANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Other welfare benefit cover

401k Sponsoring company profile

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

Company Name: EVERENCE SERVICES, LLC

Employer identification number (EIN): 351962055

NAIC Classification: 541214
NAIC Description: Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE ASSISTANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
509 2023-01-01
509 2023-01-01 AARON SHENK
509 2022-01-01
509 2022-01-01 AARON SHENK
509 2021-01-01
509 2021-01-01 LISA NUSSBAUM
509 2020-01-01
509 2019-01-01
509 2018-01-01 GEORGE MERRYMAN
509 2017-01-01 GEORGE MERRYMAN
509 2016-01-01 GEORGE MERRYMAN
509 2015-01-01 GEORGE MERRYMAN GEORGE MERRYMAN 2016-07-22
509 2014-01-01 GEORGE MERRYMAN GEORGE MERRYMAN 2015-07-24
509 2013-01-01 GEORGE MERRYMAN GEORGE MERRYMAN 2014-07-24
509 2012-01-01 GEORGE MERRYMAN GEORGE MERRYMAN 2013-07-25
509 2011-01-01 GEORGE MERRYMAN
509 2009-07-01 GEORGE MERRYMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
509	2023-01-01
509	2023-01-01	AARON SHENK
509	2022-01-01
509	2022-01-01	AARON SHENK
509	2021-01-01
509	2021-01-01	LISA NUSSBAUM
509	2020-01-01
509	2019-01-01
509	2018-01-01	GEORGE MERRYMAN
509	2017-01-01	GEORGE MERRYMAN
509	2016-01-01	GEORGE MERRYMAN
509	2015-01-01	GEORGE MERRYMAN	GEORGE MERRYMAN	2016-07-22
509	2014-01-01	GEORGE MERRYMAN	GEORGE MERRYMAN	2015-07-24
509	2013-01-01	GEORGE MERRYMAN	GEORGE MERRYMAN	2014-07-24
509	2012-01-01	GEORGE MERRYMAN	GEORGE MERRYMAN	2013-07-25
509	2011-01-01	GEORGE MERRYMAN
509	2009-07-01	GEORGE MERRYMAN

Plan Statistics for EMPLOYEE ASSISTANCE PLAN

401k plan membership statisitcs for EMPLOYEE ASSISTANCE PLAN

Measure Date Value
2023: EMPLOYEE ASSISTANCE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 375
Total of all active and inactive participants 2023-01-01 375
Total participants 2023-01-01 375
2022: EMPLOYEE ASSISTANCE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 375
Total of all active and inactive participants 2022-01-01 375
Total participants 2022-01-01 375
2021: EMPLOYEE ASSISTANCE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 375
Total of all active and inactive participants 2021-01-01 375
Total participants 2021-01-01 375
2020: EMPLOYEE ASSISTANCE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 375
Total of all active and inactive participants 2020-01-01 375
Total participants 2020-01-01 375
2019: EMPLOYEE ASSISTANCE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 375
Total of all active and inactive participants 2019-01-01 375
Total participants 2019-01-01 375
2018: EMPLOYEE ASSISTANCE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 375
Total of all active and inactive participants 2018-01-01 375
Total participants 2018-01-01 375
2017: EMPLOYEE ASSISTANCE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 375
Total of all active and inactive participants 2017-01-01 375
Total participants 2017-01-01 375
2016: EMPLOYEE ASSISTANCE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 375
Total of all active and inactive participants 2016-01-01 375
Total participants 2016-01-01 375
2015: EMPLOYEE ASSISTANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 392
Total of all active and inactive participants 2015-01-01 392
Total participants 2015-01-01 392
2014: EMPLOYEE ASSISTANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 392
Total of all active and inactive participants 2014-01-01 392
Total participants 2014-01-01 392
2013: EMPLOYEE ASSISTANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 392
Total of all active and inactive participants 2013-01-01 392
Total participants 2013-01-01 392
2012: EMPLOYEE ASSISTANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 392
Total of all active and inactive participants 2012-01-01 392
Total participants 2012-01-01 392
2011: EMPLOYEE ASSISTANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 392
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 392
Total participants 2011-01-01 392
2009: EMPLOYEE ASSISTANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 300
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 340
Number of retired or separated participants receiving benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 340
Total participants 2009-07-01 340

Measure	Date	Value
2023: EMPLOYEE ASSISTANCE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	375
Total of all active and inactive participants	2023-01-01	375
Total participants	2023-01-01	375
2022: EMPLOYEE ASSISTANCE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	375
Total of all active and inactive participants	2022-01-01	375
Total participants	2022-01-01	375
2021: EMPLOYEE ASSISTANCE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	375
Total of all active and inactive participants	2021-01-01	375
Total participants	2021-01-01	375
2020: EMPLOYEE ASSISTANCE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	375
Total of all active and inactive participants	2020-01-01	375
Total participants	2020-01-01	375
2019: EMPLOYEE ASSISTANCE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	375
Total of all active and inactive participants	2019-01-01	375
Total participants	2019-01-01	375
2018: EMPLOYEE ASSISTANCE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	375
Total of all active and inactive participants	2018-01-01	375
Total participants	2018-01-01	375
2017: EMPLOYEE ASSISTANCE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	375
Total of all active and inactive participants	2017-01-01	375
Total participants	2017-01-01	375
2016: EMPLOYEE ASSISTANCE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	375
Total of all active and inactive participants	2016-01-01	375
Total participants	2016-01-01	375
2015: EMPLOYEE ASSISTANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	392
Total of all active and inactive participants	2015-01-01	392
Total participants	2015-01-01	392
2014: EMPLOYEE ASSISTANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	392
Total of all active and inactive participants	2014-01-01	392
Total participants	2014-01-01	392
2013: EMPLOYEE ASSISTANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	392
Total of all active and inactive participants	2013-01-01	392
Total participants	2013-01-01	392
2012: EMPLOYEE ASSISTANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	392
Total of all active and inactive participants	2012-01-01	392
Total participants	2012-01-01	392
2011: EMPLOYEE ASSISTANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	392
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	392
Total participants	2011-01-01	392
2009: EMPLOYEE ASSISTANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	300
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	340
Number of retired or separated participants receiving benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	340
Total participants	2009-07-01	340

Form 5500 Responses for EMPLOYEE ASSISTANCE PLAN

2023: EMPLOYEE ASSISTANCE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: EMPLOYEE ASSISTANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: EMPLOYEE ASSISTANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: EMPLOYEE ASSISTANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: EMPLOYEE ASSISTANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: EMPLOYEE ASSISTANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: EMPLOYEE ASSISTANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: EMPLOYEE ASSISTANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: EMPLOYEE ASSISTANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: EMPLOYEE ASSISTANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: EMPLOYEE ASSISTANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: EMPLOYEE ASSISTANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: EMPLOYEE ASSISTANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: EMPLOYEE ASSISTANCE PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EVERENCE SERVICES, LLC
Employer identification number (EIN):	351962055
NAIC Classification:	541214
NAIC Description:	Payroll Services