Evergreen Center, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Center, Inc. (EIN 04-2753469) is a plan sponsor located in Milford, MA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2753469
Location
Milford, MA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,802,230
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,802,230

Contributions & income

Employer contributions
$735,736
Participant contributions
$454,422
Total income / additions
$2,787,384

Expenses & distributions

Benefits paid / distributions
$1,344,031
Total expenses
$1,362,581
Net increase / (decrease)
$1,424,803

Coverage

Total reported participants
1,028
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Evergreen Center, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Evergreen Center, Inc. Defined Contribution Retirement Plan001513$10,315,0362023
Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan002381$4,487,1942023
Evergreen Center, Inc. Flexible Benefits Plan501134not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Evergreen Center, Inc.
YearPlanParticipantsSchedulesFiling
2023Evergreen Center, Inc. Flexible Benefits Plan13420241231091756NAL0030327856001
2023Evergreen Center, Inc. Defined Contribution Retirement Plan513H, C20250402095717NAL0016443458001
2023Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan381H, C20250402100108NAL0014076528001

Related Form 5500 pages