401k Plan data: EVERGE GROUP, LLC 401K PLAN plan

EVERGE GROUP, LLC 401K PLAN 401k Plan overview

Plan Name	EVERGE GROUP, LLC 401K PLAN
Plan identification number	001

EVERGE GROUP, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

EVERGE GROUP, LLC. has sponsored the creation of one or more 401k plans.

Company Name: EVERGE GROUP, LLC.

Employer identification number (EIN): 752872461

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGE GROUP, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 LUCAS BENSON
001 2023-01-01
001 2023-01-01 KIRSTY JOHNSON
001 2022-01-01 AMBER HINOJOSA 2023-06-22
001 2021-01-01 KIRSTY JOHNSON 2022-07-27
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIRSTY JOHNSON
001 2017-01-01 KIRSTY JOHNSON
001 2016-01-01 JOHN BEALL JOHN BEALL 2017-07-31
001 2015-01-01 2016-08-01
001 2015-01-01 2016-07-29
001 2015-01-01 2016-08-01
001 2015-01-01 JOHN BEALL JOHN BEALL 2016-08-01
001 2015-01-01
001 2015-01-01
001 2014-01-01 JOHN BEALL JOHN BEALL 2015-07-30
001 2013-01-01 JOHN BEALL JOHN BEALL 2014-09-03
001 2012-01-01 JOHN BEALL 2013-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	LUCAS BENSON
001	2023-01-01
001	2023-01-01	KIRSTY JOHNSON
001	2022-01-01	AMBER HINOJOSA	2023-06-22
001	2021-01-01	KIRSTY JOHNSON	2022-07-27
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KIRSTY JOHNSON
001	2017-01-01	KIRSTY JOHNSON
001	2016-01-01	JOHN BEALL		JOHN BEALL	2017-07-31
001	2015-01-01		2016-08-01
001	2015-01-01		2016-07-29
001	2015-01-01		2016-08-01
001	2015-01-01	JOHN BEALL		JOHN BEALL	2016-08-01
001	2015-01-01
001	2015-01-01
001	2014-01-01	JOHN BEALL		JOHN BEALL	2015-07-30
001	2013-01-01	JOHN BEALL		JOHN BEALL	2014-09-03
001	2012-01-01	JOHN BEALL	2013-06-21

Plan Statistics for EVERGE GROUP, LLC 401K PLAN

401k plan membership statisitcs for EVERGE GROUP, LLC 401K PLAN

Measure Date Value
2023: EVERGE GROUP, LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 52
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 39
Total of all active and inactive participants 2023-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 91
Number of participants with account balances 2023-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: EVERGE GROUP, LLC 401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-27 95
Total number of particpants at end of year 2022-07-27 95
Number of Participants With Account Balances 2022-07-27 86
2020: EVERGE GROUP, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 60
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 40
Total of all active and inactive participants 2020-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 100
Number of participants with account balances 2020-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EVERGE GROUP, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 42
Total of all active and inactive participants 2019-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 105
Number of participants with account balances 2019-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EVERGE GROUP, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 57
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 55
Total of all active and inactive participants 2018-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 112
Number of participants with account balances 2018-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EVERGE GROUP, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 88
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 44
Total of all active and inactive participants 2017-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 132
Number of participants with account balances 2017-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EVERGE GROUP, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 89
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 48
Total of all active and inactive participants 2016-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 137
Number of participants with account balances 2016-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EVERGE GROUP, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 108
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 57
Total of all active and inactive participants 2015-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 166
Number of participants with account balances 2015-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EVERGE GROUP, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 116
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 54
Total of all active and inactive participants 2014-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 170
Number of participants with account balances 2014-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EVERGE GROUP, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 131
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 166
Number of participants with account balances 2013-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: EVERGE GROUP, LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	52
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	39
Total of all active and inactive participants	2023-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	91
Number of participants with account balances	2023-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: EVERGE GROUP, LLC 401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-27	95
Total number of particpants at end of year	2022-07-27	95
Number of Participants With Account Balances	2022-07-27	86
2020: EVERGE GROUP, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	60
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	40
Total of all active and inactive participants	2020-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	100
Number of participants with account balances	2020-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EVERGE GROUP, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	42
Total of all active and inactive participants	2019-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	105
Number of participants with account balances	2019-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EVERGE GROUP, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	57
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	55
Total of all active and inactive participants	2018-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	112
Number of participants with account balances	2018-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EVERGE GROUP, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	88
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	44
Total of all active and inactive participants	2017-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	132
Number of participants with account balances	2017-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EVERGE GROUP, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	89
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	48
Total of all active and inactive participants	2016-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	137
Number of participants with account balances	2016-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EVERGE GROUP, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	108
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	57
Total of all active and inactive participants	2015-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	166
Number of participants with account balances	2015-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EVERGE GROUP, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	116
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	54
Total of all active and inactive participants	2014-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	170
Number of participants with account balances	2014-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EVERGE GROUP, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	131
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	166
Number of participants with account balances	2013-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on EVERGE GROUP, LLC 401K PLAN

Measure	Date	Value
2023 : EVERGE GROUP, LLC 401K PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,194,465
Expenses. Total of all expenses incurred	2023-12-31	$253,791
Benefits paid (including direct rollovers)	2023-12-31	$253,011
Total plan assets at end of year	2023-12-31	$11,538,328
Total plan assets at beginning of year	2023-12-31	$9,597,654
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$851,627
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$392
Other income received	2023-12-31	$1,342,446
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,940,674
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,538,328
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$9,597,654
Assets. Value of participant loans	2023-12-31	$29,313
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$780
2022 : EVERGE GROUP, LLC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-27	428862
Net assets as of the end of the plan year	2022-07-27	10781666
Total assets as of the beginning of the plan year	2022-07-27	9313801
Value of plan covered by a fidelity bond	2022-07-27	500000
Participant contributions to plan in this plan year	2022-07-27	591618
Value of participant loans at end of plan year	2022-07-27	104216
Other income to plan in this plan year	2022-07-27	1305109
Plan net income in this plan year	2022-07-27	1467865
Net assets as of the end of the plan year	2022-07-27	10781666
Net assets as of the beginning of the plan year	2022-07-27	9313801
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-27	1145
2020 : EVERGE GROUP, LLC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,807,467
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,584,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,582,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$671,380
Value of total assets at end of year	2020-12-31	$9,313,801
Value of total assets at beginning of year	2020-12-31	$9,090,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,780
Total interest from all sources	2020-12-31	$853
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$252,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$252,841
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$591,238
Participant contributions at end of year	2020-12-31	$100,624
Participant contributions at beginning of year	2020-12-31	$17,449
Participant contributions at end of year	2020-12-31	$13,534
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$80,142
Administrative expenses (other) incurred	2020-12-31	$1,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$222,827
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,313,801
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,090,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,633,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,314,028
Interest on participant loans	2020-12-31	$853
Value of interest in common/collective trusts at end of year	2020-12-31	$2,566,182
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,759,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$702,918
Net investment gain or loss from common/collective trusts	2020-12-31	$179,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,582,860
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2020-12-31	752393478
2019 : EVERGE GROUP, LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$2,414,611
Total income from all sources (including contributions)	2019-12-31	$2,414,611
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,653,818
Total of all expenses incurred	2019-12-31	$1,653,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,652,655
Expenses. Certain deemed distributions of participant loans	2019-12-31	$8
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$689,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$689,887
Value of total assets at end of year	2019-12-31	$9,090,974
Value of total assets at end of year	2019-12-31	$9,090,974
Value of total assets at beginning of year	2019-12-31	$8,330,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,155
Total interest from all sources	2019-12-31	$2,241
Total interest from all sources	2019-12-31	$2,241
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$351,773
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$351,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$351,773
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$351,773
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$617,524
Participant contributions at end of year	2019-12-31	$17,449
Participant contributions at end of year	2019-12-31	$17,449
Participant contributions at beginning of year	2019-12-31	$47,103
Participant contributions at beginning of year	2019-12-31	$47,103
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$72,363
Administrative expenses (other) incurred	2019-12-31	$1,155
Administrative expenses (other) incurred	2019-12-31	$1,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$760,793
Value of net income/loss	2019-12-31	$760,793
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,090,974
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,090,974
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,330,181
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,330,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,314,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,861,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,861,216
Interest on participant loans	2019-12-31	$2,241
Interest on participant loans	2019-12-31	$2,241
Value of interest in common/collective trusts at end of year	2019-12-31	$1,759,497
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,421,862
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,421,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,119,522
Net investment gain or loss from common/collective trusts	2019-12-31	$251,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,652,655
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WHITLEY PENN LLP
Accountancy firm name	2019-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2019-12-31	752393478
Accountancy firm EIN	2019-12-31	752393478
2018 : EVERGE GROUP, LLC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$266,520
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,971,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,934,125
Expenses. Certain deemed distributions of participant loans	2018-12-31	$35,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$712,274
Value of total assets at end of year	2018-12-31	$8,330,181
Value of total assets at beginning of year	2018-12-31	$11,034,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,530
Total interest from all sources	2018-12-31	$4,240
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$494,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$494,237
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$707,822
Participant contributions at end of year	2018-12-31	$47,103
Participant contributions at beginning of year	2018-12-31	$89,510
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,452
Administrative expenses (other) incurred	2018-12-31	$1,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,704,636
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,330,181
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,034,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,861,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,705,677
Interest on participant loans	2018-12-31	$4,240
Value of interest in common/collective trusts at end of year	2018-12-31	$1,421,862
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,239,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-902,740
Net investment gain or loss from common/collective trusts	2018-12-31	$-41,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,934,125
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WEAVER AND TIDWELL
Accountancy firm EIN	2018-12-31	750786316
2017 : EVERGE GROUP, LLC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,729,562
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,304,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,300,889
Expenses. Certain deemed distributions of participant loans	2017-12-31	$144
Value of total corrective distributions	2017-12-31	$2,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,008,648
Value of total assets at end of year	2017-12-31	$11,034,817
Value of total assets at beginning of year	2017-12-31	$9,609,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,065
Total interest from all sources	2017-12-31	$1,755
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$369,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$369,855
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$896,814
Participant contributions at end of year	2017-12-31	$89,510
Participant contributions at beginning of year	2017-12-31	$20,024
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$111,834
Other income not declared elsewhere	2017-12-31	$408
Administrative expenses (other) incurred	2017-12-31	$1,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,424,971
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,034,817
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,609,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,705,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,662,447
Interest on participant loans	2017-12-31	$1,755
Value of interest in common/collective trusts at end of year	2017-12-31	$1,239,630
Value of interest in common/collective trusts at beginning of year	2017-12-31	$927,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,244,423
Net investment gain or loss from common/collective trusts	2017-12-31	$104,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,300,889
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WEAVER AND TIDWELL
Accountancy firm EIN	2017-12-31	750786316
2016 : EVERGE GROUP, LLC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,625,956
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$412,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$407,391
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$912,796
Value of total assets at end of year	2016-12-31	$9,609,846
Value of total assets at beginning of year	2016-12-31	$8,396,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,270
Total interest from all sources	2016-12-31	$2,147
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$278,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$278,806
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$912,796
Participant contributions at end of year	2016-12-31	$20,024
Participant contributions at beginning of year	2016-12-31	$54,615
Administrative expenses (other) incurred	2016-12-31	$2,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,213,683
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,609,846
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,396,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,662,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,474,187
Interest on participant loans	2016-12-31	$2,147
Value of interest in common/collective trusts at end of year	2016-12-31	$927,375
Value of interest in common/collective trusts at beginning of year	2016-12-31	$867,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$382,436
Net investment gain or loss from common/collective trusts	2016-12-31	$49,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$407,391
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WEAVER AND TIDWELL
Accountancy firm EIN	2016-12-31	750786316
2015 : EVERGE GROUP, LLC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
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	$1,048,164
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$840,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$838,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,127,760
Value of total assets at end of year	2015-12-31	$8,396,163
Value of total assets at beginning of year	2015-12-31	$8,188,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,859
Total interest from all sources	2015-12-31	$3,581
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$432,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$432,980
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,127,760
Participant contributions at end of year	2015-12-31	$54,615
Participant contributions at beginning of year	2015-12-31	$73,257
Administrative expenses (other) incurred	2015-12-31	$1,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$207,917
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,396,163
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,188,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,474,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,130,409
Interest on participant loans	2015-12-31	$3,581
Value of interest in common/collective trusts at end of year	2015-12-31	$867,361
Value of interest in common/collective trusts at beginning of year	2015-12-31	$984,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-520,875
Net investment gain or loss from common/collective trusts	2015-12-31	$4,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$838,388
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEAVER AND TIDWELL
Accountancy firm EIN	2015-12-31	750786316
2014 : EVERGE GROUP, LLC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$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	$1,568,646
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$512,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$510,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,178,149
Value of total assets at end of year	2014-12-31	$8,188,246
Value of total assets at beginning of year	2014-12-31	$7,131,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,913
Total interest from all sources	2014-12-31	$2,972
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$419,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$419,913
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,150,583
Participant contributions at end of year	2014-12-31	$73,257
Participant contributions at beginning of year	2014-12-31	$57,458
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$27,566
Administrative expenses (other) incurred	2014-12-31	$1,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,056,461
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,188,246
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,131,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,130,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,919,499
Interest on participant loans	2014-12-31	$2,972
Value of interest in common/collective trusts at end of year	2014-12-31	$984,580
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,154,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-88,907
Net investment gain or loss from common/collective trusts	2014-12-31	$56,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$510,272
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WEAVER AND TIDWELL
Accountancy firm EIN	2014-12-31	750786316
2013 : EVERGE GROUP, LLC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$2,331,653
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$35,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$34,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,244,302
Value of total assets at end of year	2013-12-31	$7,131,785
Value of total assets at beginning of year	2013-12-31	$4,835,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$900
Total interest from all sources	2013-12-31	$2,345
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$220,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$220,657
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$484,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,148,937
Participant contributions at end of year	2013-12-31	$57,458
Participant contributions at beginning of year	2013-12-31	$43,059
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$95,365
Administrative expenses (other) incurred	2013-12-31	$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,296,006
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,131,785
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,835,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,919,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,681,282
Interest on participant loans	2013-12-31	$2,345
Value of interest in common/collective trusts at end of year	2013-12-31	$1,154,828
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,111,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$678,430
Net investment gain or loss from common/collective trusts	2013-12-31	$185,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$34,747
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WEAVER AND TIDWELL
Accountancy firm EIN	2013-12-31	750786316

Form 5500 Responses for EVERGE GROUP, LLC 401K PLAN

2023: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2020: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EVERGE GROUP, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EVERGE GROUP, LLC 401K 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EVERGE GROUP, LLC.
Employer identification number (EIN):	752872461
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services