2023 Form 5500 filing — Evergreen Treatment Services 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 20241015171217NAL0049074528001) for Evergreen Treatment Services 403(B) Plan, reported by Evergreen Treatment Services under EIN 91-0903529 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171217NAL0049074528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Treatment Services
- EIN
- 91-0903529
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,898,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,898,301
- Employer contributions
- $441,462
- Participant contributions
- $1,241,696
- Total income / additions
- $3,916,098
- Benefits paid
- $1,311,252
- Administrative expenses
- $48,002
- Total expenses
- $1,359,254
- Net increase / (decrease)
- $2,556,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuit Insurance Company | RECORDKEEPER | $20,173 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $18,011 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTEMENT MANAGEMENT | $3,843 | not reported in the loaded dataset |
| Ascensus Holdings Inc | THIRD PARTY A DMINISTRAT | $2,900 | not reported in the loaded dataset |
| Bensler LLC | INVESTMENT ADVISOR | $2,532 | not reported in the loaded dataset |