2023 Form 5500 filing — Evergreen Homes 403b 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 20240904141331NAL0020301361001) for Evergreen Homes 403b Plan, reported by Evergreen Homes Inc. under EIN 25-1556760 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904141331NAL0020301361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Homes Inc.
- EIN
- 25-1556760
- Plan number
- 002
- Location
- Kittanning, PA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,225,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,225,141
- Employer contributions
- $179,462
- Participant contributions
- $192,351
- Total income / additions
- $775,993
- Benefits paid
- $199,547
- Administrative expenses
- $570
- Total expenses
- $200,117
- Net increase / (decrease)
- $575,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,095 | not reported in the loaded dataset |