2023 Form 5500 filing — Evergreen Retirement Plan And 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 20251007152349NAL0011877826001) for Evergreen Retirement Plan And Trust, reported by Evergreen Ford under EIN 86-1561207 and plan number 002. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251007152349NAL0011877826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Ford
- EIN
- 86-1561207
- Plan number
- 002
- Location
- Issaquah, WA
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,868,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,868,848
- Employer contributions
- $74,926
- Participant contributions
- $749,319
- Total income / additions
- $1,771,652
- Benefits paid
- $259,612
- Administrative expenses
- $40,977
- Total expenses
- $300,589
- Net increase / (decrease)
- $1,471,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,090 | not reported in the loaded dataset |
| Rekdal Hopkins Howard | ACCOUNTANT/AUDITOR | $12,550 | not reported in the loaded dataset |
| Global Retirement Partners LLC | ADVISOR | $5,329 | not reported in the loaded dataset |