Everwise Corporation 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Everwise Corporation 401(k) Plan Facts (plan year 2020)

Plan name
EVERWISE CORPORATION RETIREMENT TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EVERWISE CORPORATION
Participants
66
Employer contributions
$8,896 in plan year 2020 (35% of all contributions)
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Oct 1, 2014
✓ 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-SF for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Oct 15, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $25,552 went into the plan in contributions, $8,896 of it from the employer (35%).
  • $1.81 million was paid out to participants.
  • Investment and other income added $46,334.

How the Everwise Corporation 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201522$203,255$55,200$6,056
201644$723,851$141,010$4,685
201783$1.41 million$258,379$232,300
2018131$1.41 million$243,910$627,221
201984$1.74 million$138,600$445,534
2020 (final)66$0$8,896$1.81 million

Everwise Corporation 401(k) Contact Information

Phone
917-593-5930
Mailing address
18 W 21ST STREET FLOOR 7, NEW YORK NY 10010
Plan sponsor
EVERWISE CORPORATION
Employer identification number (EIN)
45-0602164
Plan number
001

Questions about the Everwise Corporation 401(k)

Is the Everwise Corporation 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does Everwise Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $8,896, 35% of all contributions.

Does the Everwise Corporation 401(k) have automatic enrollment?

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

How many people are in the Everwise Corporation 401(k) plan?

66 participants at the start of plan year 2020.

Who manages the Everwise Corporation 401(k) accounts?

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

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