Plan5500

Evergreen, CO Form 5500 retirement and benefit plan filings

City Form 5500 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, CO has 21 loaded benefit plan(s) reported by 19 plan sponsor(s), with $22,025,999 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
19
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22MSummed across loaded plans$22,031,090
Total reported assets$22M$22,025,999
Total reported participants624
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets
Net assets$22MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$991.1K
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.6M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements20 / 21 (95%)
Plans with provider compensation1 / 21 (5%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Evergreen, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Evergreen market comparison

Largest plan share of assets21%Bard Global Holdings, Inc.
Participants per plan30Average across loaded plans
Plan sponsors19
Ranked by reported assets

Largest loaded plans in Evergreen

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bard Global Holdings, Inc.$4.6M
    Bard Global Holdings, Inc. · 2023
  2. 2
    Esco Construction Co 401(K) Profit Sharing Plan$4.1M
    Esco Construction Company · 2023
  3. 3
    Tremaine Enterprises, Inc. 401(K) Profit Sharing Plan$3.7M
    Tremaine Enterprises, Inc. · 2023
  4. 4
    Tremaine Enterprises, Inc. Cash Balance Pension Plan$2.4M
    Tremaine Enterprises, Inc. · 2023
  5. 5
    Hennessy Consulting Inc Profit Sharing Plan$1.8M
    Hennessy Consulting Inc · 2023
  6. 6
    Sbbnet/Loanbright.Com Employee Stock Ownership Plan$1.6M
    Sbbnet, Inc./Loan Bright.Com · 2023
  7. 7
    Frideswide Square Retirement Plan$939K
    Frideswide Square, Inc. · 2023
  8. 8
    Higgins 401k Trust$743.9K
    Higgins Ev Enterprises, Inc. · 2023
  9. 9
    Mhi 401k$603.7K
    Mountain Hospitality, Inc. · 2023
  10. 10
    Gross-Rhode Exteriors Profit Sharing Plan$579.9K
    Gross-Rhode Exteriors, Inc. · 2023
  11. 11
    Evergreen Pediatrics LLC 401(K) Profit Sharing Plan & Trust$378.8K
    Evergreen Pediatrics LLC · 2023
  12. 12
    Asset Protection Services Of Colorado Retirement Plan$336K
    Asset Protection Services Of Colorado, Inc. · 2023
  13. 13
    Hackos Holdings Incorporated Profit Sharing Plan$211.8K
    Hackos Holdings Incorporated · 2023
  14. 14
    Florkowski Ventures Inc. Retirement Plan$78.2K
    Florkowski Ventures Inc. · 2023
  15. 15
    Rpm Agency, Inc. 401k Profit Sharing Plan$33.8K
    Rpm Agency, Inc. · 2023
  16. 16
    Eme, Inc. Retirement Plan$1.8K
    Eme, Inc. · 2023
  17. 17
    Adrenaline Ventures Inc. 401(K) Plan$0
    Adrenaline Ventures Inc. · 2023
  18. 18
    Solstice Retirement Plan$0
    Solstice Inc · 2023
  19. 19
    Mountainview Home Companies Retirement Plan$0
    Mountainview Home Companies · 2023
  20. 20
    High Altitude Wine & Spirits, Inc. 401(K) Plan$0
    High Altitude Wine & Spirits, Inc. · 2023
  21. 21
    Esco Construction Company Health Benefits Plannot reported in the loaded dataset
    Esco Construction Company · 2023

Largest plans in Evergreen → · Evergreen plans by participants → · Evergreen plans with financial data → · Evergreen plans with provider compensation → · $1B+ plans in Evergreen →

Related Form 5500 pages