2023 Form 5500 filing — Evergreen Retirement Community, Inc. 403(B) 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 20241003165004NAL0010928145001) for Evergreen Retirement Community, Inc. 403(B) Plan, reported by Evergreen Retirement Community, Inc. under EIN 39-1081800 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003165004NAL0010928145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Retirement Community, Inc.
- EIN
- 39-1081800
- Plan number
- 001
- Location
- Oshkosh, WI
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,791,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,791,946
- Employer contributions
- $317,591
- Participant contributions
- $412,681
- Total income / additions
- $2,376,589
- Benefits paid
- $2,098,812
- Administrative expenses
- $68,399
- Total expenses
- $2,167,211
- Net increase / (decrease)
- $209,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $57,097 | $0 |
| Fsc Securities | INVESTMENT ADVISOR | $26,615 | not reported in the loaded dataset |
| Map Retirement, Inc. | THIRD PARTY ADMIN | $5,275 | $8,872 |