Original filing (PDF)20240619141117NAL0000040467001

EVOLUTION-X LLC

Name: EVOLUTION-X LLC — EVOLUTION-X LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: EVOLUTION-X LLC

Form 5500-SF

FILING_RECEIVED

EVOLUTION-X LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVOLUTION-X LLC.

Plan sponsor

Name

EVOLUTION-X LLC

EIN

36-4759362

Address

17801 EAGLE VIEW LN · CAPE CORAL, FL · 339093019

Phone

(239) 984-5753

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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