Evergreen Fire Alarms, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Evergreen Fire Alarms, LLC)
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 Fire Alarms, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Evergreen Fire Alarms, LLC under EIN 91-2041051 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $8,304,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Fire Alarms, LLC
- EIN
- 91-2041051
- Plan number
- 001
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $8,304,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241015121953NAL0016364659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,304,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,304,612
- Net assets (BOY)
- $6,622,124
Income & contributions
- Employer contributions
- $443,734
- Participant contributions
- $731,062
- Total contributions
- $1,177,380
- Total income / additions
- $2,281,608
Expenses & distributions
- Benefits paid
- $541,776
- Administrative expenses
- $57,344
- Total expenses
- $599,120
- Net increase / (decrease)
- $1,682,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alera Group Inc Dba Alera Investmen | INVESTMENT ADVISOR | $24,710 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,213 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,670 | not reported in the loaded dataset | 2023 |
| Hunter Benefits Consulting Group In | CONTRACT ADMIN | $750 | $3,530 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergreen Fire Alarms, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Alera Group Inc Dba Alera Investmen — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Hunter Benefits Consulting Group In — Schedule C compensation