401k Plan data: EVEREST ADVISORS COMPANY 401K PLAN plan

EVEREST ADVISORS COMPANY 401K PLAN 401k Plan overview

Plan Name	EVEREST ADVISORS COMPANY 401K PLAN
Plan identification number	001

EVEREST ADVISORS COMPANY 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

EVEREST ADVISORS COMPANY has sponsored the creation of one or more 401k plans.

Company Name: EVEREST ADVISORS COMPANY

Employer identification number (EIN): 811627598

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVEREST ADVISORS COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHIRLEY WU 2023-08-10
001 2022-01-01 SHIRLEY WU 2023-05-03
001 2021-01-01 SHIRLEY WU 2022-05-03
001 2020-01-01 SHIRLEY WU 2021-06-08 SHIRLEY WU 2021-06-08
001 2018-01-01 SHIRLEY WU 2019-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SHIRLEY WU	2023-08-10
001	2022-01-01	SHIRLEY WU	2023-05-03
001	2021-01-01	SHIRLEY WU	2022-05-03
001	2020-01-01	SHIRLEY WU	2021-06-08	SHIRLEY WU	2021-06-08
001	2018-01-01	SHIRLEY WU	2019-06-03

Plan Statistics for EVEREST ADVISORS COMPANY 401K PLAN

401k plan membership statisitcs for EVEREST ADVISORS COMPANY 401K PLAN

Measure Date Value
2022: EVEREST ADVISORS COMPANY 401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-04 3
Total number of particpants at end of year 2022-05-04 2
Number of Participants With Account Balances 2022-05-04 2

Measure	Date	Value
2022: EVEREST ADVISORS COMPANY 401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-04	3
Total number of particpants at end of year	2022-05-04	2
Number of Participants With Account Balances	2022-05-04	2

Financial Data on EVEREST ADVISORS COMPANY 401K PLAN

Measure	Date	Value
2022 : EVEREST ADVISORS COMPANY 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-04	92357
Net assets as of the end of the plan year	2022-05-04	410897
Total assets as of the beginning of the plan year	2022-05-04	387066
Participant contributions to plan in this plan year	2022-05-04	52000
Value of participant loans at end of plan year	2022-05-04	80387
Other expenses paid from plan in this plan year	2022-05-04	0
Other contributions to plan in this plan year	2022-05-04	0
Other income to plan in this plan year	2022-05-04	41188
Plan net income in this plan year	2022-05-04	23831
Net assets as of the end of the plan year	2022-05-04	410897
Net assets as of the beginning of the plan year	2022-05-04	387066
Employer contributions to plan in this plan year	2022-05-04	23000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-04	2876

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Company Name:	EVEREST ADVISORS COMPANY
Employer identification number (EIN):	811627598
NAIC Classification:	541600