2023 Form 5500 filing — Evergreen Recycling, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014124312NAL0013294643001) for Evergreen Recycling, LLC 401(K) Plan, reported by Evergreen Recycling, LLC under EIN 86-3577980 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,073,027
Participants304
Provider compensation$92.3K2 Schedule C row(s)$92,315
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014124312NAL0013294643001
Plan sponsor
Evergreen Recycling, LLC
EIN
86-3577980
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$674.6K
Benefits paid / distributions$621.9K
Contributions
Employer$344.8K
Participant$608.5K
Full reported line items
Total assets (EOY)
$7,073,027
Total liabilities (EOY)
$0
Net assets (EOY)
$7,073,027
Employer contributions
$344,775
Participant contributions
$608,490
Total income / additions
$1,841,224
Benefits paid
$621,887
Administrative expenses
$52,321
Total expenses
$674,555
Net increase / (decrease)
$1,166,669

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$52,315$0
Alliant Insurance Services, Inc.SERVICE PROVIDER$0$40,000

Related Form 5500 pages