Everly Well, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2021. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Everly Well, Inc. 401(k) Plan Facts (plan year 2021)

Plan name
EVERLY WELL 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
EVERLY WELL, INC.
Participants
414 (614 active employees)
Former employees with a balance
78
Plan assets
$4,435,960 at Dec 31, 2021
Average account balance
$12,054 across 368 accounts
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Aug 13, 2018
— 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 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 17, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $2.88 million went into the plan in contributions.
  • $656,951 was paid out to participants.
  • Investment and other income added $416,762.
  • Administrative expenses were $3,270, about $9 per account.

How the Everly Well, Inc. 401(k) changed, 2018–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201847$151,423$0$0
201954$792,889$0$55,534
2020114$1.68 million$0$347,962
2021414$4.44 million$0$656,951

Everly Well, Inc. 401(k) Contact Information

Phone
512-309-5588
Mailing address
823 CONGRESS AVE STE 1200, AUSTIN TX 78701
Plan sponsor
EVERLY WELL, INC.
Plan administrator
GUIDELINE, INC.
Employer identification number (EIN)
47-4306383
Plan number
001

Questions about the Everly Well, Inc. 401(k)

Is the Everly Well, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2021, and no later filing was found under this employer's EIN.

Does Everly Well, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Everly Well, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Everly Well, Inc 401(k) plan?

414 participants at the start of plan year 2021, 614 of them active employees, and 78 former employees who still had money in the plan.

What is the average 401(k) balance at Everly Well, Inc?

About $12,054 per account: $4.44 million in plan assets across 368 accounts with a balance at the end of plan year 2021.

Who manages the Everly Well, Inc 401(k) accounts?

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

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