Who sponsors the Evergreen Lifestyles Management 401(K) Profit Sharing & Trust?

Evergreen Lifestyles Management 401(K) Profit Sharing & Trust is reported as sponsored by Evergreen Lifestyles Management (EIN 27-3965426, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust?

The latest Form 5500 filing year loaded for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust is 2023.

How many participants does Evergreen Lifestyles Management 401(K) Profit Sharing & Trust report?

Evergreen Lifestyles Management 401(K) Profit Sharing & Trust reports 8 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust?

Evergreen Lifestyles Management 401(K) Profit Sharing & Trust reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.

Evergreen Lifestyles Management 401(K) Profit Sharing & Trust — Form 5500 plan (Evergreen Lifestyles Management)

Plain-English plan 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, Evergreen Lifestyles Management 401(K) Profit Sharing & Trust is a benefit plan reported by Evergreen Lifestyles Management under EIN 27-3965426 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year

Participants8Covered participants reported

Assets / participant$0Computed: assets ÷ participants$0 (computed)

Provider compensationNone reported

Plan sponsor: Evergreen Lifestyles Management
EIN: 27-3965426
Plan number: 001
Plan type: 2
Location: Winter Garden, FL
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
8 participants · 2Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out

Total income / additions$43.9K

Total expenses$70.7K

Benefits paid / distributions$66.7K

Contributions

Employer$4.7K

Participant$13.4K

Full reported line items

Net assets

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Net assets (BOY): $1,556,981

Income & contributions

Employer contributions: $4,653
Participant contributions: $13,415
Total contributions: $18,068
Total income / additions: $43,876

Expenses & distributions

Benefits paid: $66,666
Administrative expenses: $3,989
Total expenses: $70,655
Net increase / (decrease): -$26,779

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

26%74%

Employer 26%Participant 74%

Benefits paid ÷ total income152%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Evergreen Lifestyles Management 401(K) Profit Sharing & Trust?: Evergreen Lifestyles Management 401(K) Profit Sharing & Trust is reported as sponsored by Evergreen Lifestyles Management (EIN 27-3965426, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust?: The latest Form 5500 filing year loaded for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust is 2023.
How many participants does Evergreen Lifestyles Management 401(K) Profit Sharing & Trust report?: Evergreen Lifestyles Management 401(K) Profit Sharing & Trust reports 8 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Evergreen Lifestyles Management 401(K) Profit Sharing & Trust?: Evergreen Lifestyles Management 401(K) Profit Sharing & Trust reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.