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 Family Medicine, P.C. 401(K) Plan is a benefit plan reported by Evergreen Family Medicine, P.C. under EIN 93-1200207 and plan number 002. The latest loaded filing year is 2023. The filing reports 358 participants and $13,065,764 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,065,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,065,764
- Net assets (BOY)
- $9,741,004
Income & contributions
- Employer contributions
- $996,058
- Participant contributions
- $1,388,108
- Total contributions
- $2,442,591
- Total income / additions
- $4,299,447
Expenses & distributions
- Benefits paid
- $952,286
- Administrative expenses
- $22,401
- Total expenses
- $974,687
- Net increase / (decrease)
- $3,324,760