Evergreen Goodwill Of Northwest Washington 403(B) Plan — Form 5500 plan (Evergreen Goodwill Of Northwest Washington)

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 Goodwill Of Northwest Washington 403(B) Plan is a benefit plan reported by Evergreen Goodwill Of Northwest Washington under EIN 91-0568708 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,175 participants and $13,742,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evergreen Goodwill Of Northwest Washington
EIN
91-0568708
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
2,175
End-of-year plan assets
$13,742,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,175H, C20250414181609NAL0000980883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,742,084
Total liabilities (EOY)
$0
Net assets (EOY)
$13,742,084
Net assets (BOY)
$13,257,887

Income & contributions

Employer contributions
$536,744
Participant contributions
$1,504,439
Total contributions
$2,234,149
Total income / additions
$3,777,843

Expenses & distributions

Benefits paid
$3,160,400
Administrative expenses
$98,079
Total expenses
$3,293,646
Net increase / (decrease)
$484,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$75,609$02023
Trutina FinancialINVESTMENT ADVISORY$22,470$232023

Related Form 5500 pages