2023 Form 5500 filing — Evergreen Lifestyles Management 401(K) Profit Sharing & Trust
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 20250718141428NAL0003166898001) for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust, reported by Evergreen Lifestyles Management under EIN 27-3965426 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants8
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250718141428NAL0003166898001
- Plan sponsor
- Evergreen Lifestyles Management
- EIN
- 27-3965426
- Plan number
- 001
- Location
- Winter Garden, FL
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $4,653
- Participant contributions
- $13,415
- Total income / additions
- $43,876
- Benefits paid
- $66,666
- Administrative expenses
- $3,989
- Total expenses
- $70,655
- Net increase / (decrease)
- -$26,779
Frequently asked questions
- What does EFAST2 acknowledgement 20250718141428NAL0003166898001 cover?
- It is the 2023 Form 5500 filing for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust, reported by Evergreen Lifestyles Management (EIN 27-3965426).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials).