2023 Form 5500 filing — Evergreen Enterprises, LLC 401(K) Profit Sharing 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 20240923130009NAL0011462113001) for Evergreen Enterprises, LLC 401(K) Profit Sharing Plan, reported by Evergreen Enterprises Of Virginia, LLC under EIN 27-4242429 and plan number 001. It reports 769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$37.7MReported net assets$37,719,673
Participants769
Provider compensation$117.8K2 Schedule C row(s)$117,753
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240923130009NAL0011462113001
- Plan sponsor
- Evergreen Enterprises Of Virginia, LLC
- EIN
- 27-4242429
- Plan number
- 001
- Location
- Richmond, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$37.7M total assets
Net assets$37.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $37,719,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,719,673
- Employer contributions
- $506,562
- Participant contributions
- $2,098,759
- Total income / additions
- $9,805,068
- Benefits paid
- $4,265,954
- Administrative expenses
- $117,753
- Total expenses
- $4,450,488
- Net increase / (decrease)
- $5,354,580
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $86,622 | $0 |
| One Digital Investment Advisors | NONE | $31,131 | not reported in the loaded dataset |