Everett Financial, Inc. Dba Supreme Lending 401(k) Plan: Login, Facts & Contact Information

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan Facts

Plan name
EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EVERETT FINANCIAL, INC. DBA SUPREME LENDING
Participants
1,693 (1,132 active employees)
Former employees with a balance
424
Plan assets
$61,591,000 at Dec 31, 2024
Average account balance
$63,693 across 967 accounts
Recordkeeper
Armanino Llp
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2004
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.56 million went into the plan in contributions.
  • $12.2 million was paid out to participants.
  • Investment and other income added $8.62 million.
  • Administrative expenses were $282,853, about $293 per account.

How the Everett Financial, Inc. Dba Supreme Lending 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,036$30.3 million—$4.54 million
20201,942$45.1 million—$2.94 million
20212,636$65.3 million—$5.32 million
20223,270$55.6 million—$9.89 million
20232,268$56.9 million—$15.2 million
20241,693$61.6 million—$12.2 million

Everett Financial, Inc. Dba Supreme Lending 401(k) Contact Information

Phone
972-447-5647
Mailing address
14801 QUORUM DRIVE, SUITE 300, DALLAS TX 752541422
Plan sponsor
EVERETT FINANCIAL, INC. DBA SUPREME LENDING
Employer identification number (EIN)
75-2695327
Plan number
001

Questions about the Everett Financial, Inc. Dba Supreme Lending 401(k)

Does Everett Financial, Inc. Dba Supreme Lending contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Everett Financial, Inc. Dba Supreme Lending 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Everett Financial, Inc. Dba Supreme Lending 401(k) plan?

1,693 participants at the start of plan year 2024, 1,132 of them active employees, and 424 former employees who still had money in the plan.

What is the average 401(k) balance at Everett Financial, Inc. Dba Supreme Lending?

About $63,693 per account: $61.6 million in plan assets across 967 accounts with a balance at the end of plan year 2024.

Who manages the Everett Financial, Inc. Dba Supreme Lending 401(k) accounts?

ARMANINO LLP is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Everett Financial, Inc. Dba Supreme Lending. How do I access my 401(k)?

Your account stays with ARMANINO LLP after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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