Evergreen North America Industrial Services 401(K) Plan — Form 5500 plan (Evergreen North America Industrial Services)
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 North America Industrial Services 401(K) Plan is a benefit plan reported by Evergreen North America Industrial Services under EIN 76-0643898 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,085 participants and $19,562,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen North America Industrial Services
- EIN
- 76-0643898
- Plan number
- 001
- Plan type
- 2
- Location
- La Porte, TX
- Latest filing year
- 2023
- Participants
- 1,085
- End-of-year plan assets
- $19,562,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,085 | H, C | 20250203163241NAL0006911793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,562,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,562,686
- Net assets (BOY)
- $15,213,697
Income & contributions
- Employer contributions
- $1,233,819
- Participant contributions
- $2,135,392
- Total contributions
- $3,850,729
- Total income / additions
- $6,328,316
Expenses & distributions
- Benefits paid
- $1,849,377
- Administrative expenses
- $129,950
- Total expenses
- $1,979,327
- Net increase / (decrease)
- $4,348,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $130,808 | $0 | 2023 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $0 | $54,916 | 2023 |
| Loren D. Stark Company | OTHER SERVICES | $0 | $6,712 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergreen North America Industrial Services
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in La Porte, TX
- Principal Life Insurance Company — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Loren D. Stark Company — Schedule C compensation