Evergreen Retirement Plan And Trust — Form 5500 plan (Evergreen Ford)
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 Plan And Trust is a benefit plan reported by Evergreen Ford under EIN 86-1561207 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $6,868,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Ford
- EIN
- 86-1561207
- Plan number
- 002
- Plan type
- 2
- Location
- Issaquah, WA
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $6,868,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20251007152349NAL0011877826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,868,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,868,848
- Net assets (BOY)
- $5,397,785
Income & contributions
- Employer contributions
- $74,926
- Participant contributions
- $749,319
- Total contributions
- $830,241
- Total income / additions
- $1,771,652
Expenses & distributions
- Benefits paid
- $259,612
- Administrative expenses
- $40,977
- Total expenses
- $300,589
- Net increase / (decrease)
- $1,471,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,090 | not reported in the loaded dataset | 2023 |
| Rekdal Hopkins Howard | ACCOUNTANT/AUDITOR | $12,550 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | ADVISOR | $5,329 | not reported in the loaded dataset | 2023 |