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 Retirement Community, Inc. 403(B) Plan is a benefit plan reported by Evergreen Retirement Community, Inc. under EIN 39-1081800 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $11,791,946 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,791,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,791,946
- Net assets (BOY)
- $11,582,568
Income & contributions
- Employer contributions
- $317,591
- Participant contributions
- $412,681
- Total contributions
- $730,272
- Total income / additions
- $2,376,589
Expenses & distributions
- Benefits paid
- $2,098,812
- Administrative expenses
- $68,399
- Total expenses
- $2,167,211
- Net increase / (decrease)
- $209,378