2023 Form 5500 filing — Evergreen Credit Union Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723071822NAL0010873265001) for Evergreen Credit Union Retirement Savings Plan, reported by Evergreen Credit Union under EIN 01-0216328 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723071822NAL0010873265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Credit Union
- EIN
- 01-0216328
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,981,033
- Net assets (EOY)
- $9,981,033
- Employer contributions
- $460,768
- Participant contributions
- $497,678
- Total income / additions
- $2,613,667
- Benefits paid
- $259,535
- Administrative expenses
- $600
- Total expenses
- $260,135
- Net increase / (decrease)
- $2,353,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER | $1,380 | $0 |
| Third Party Administrators, Inc. | TPA | $1,050 | $0 |