2023 Form 5500 filing — Evergreen Real Estate Services Retirement Savings 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 20241015153248NAL0048678608001) for Evergreen Real Estate Services Retirement Savings Plan, reported by Evergreen Real Estate Services, LLC under EIN 36-4274778 and plan number 001. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153248NAL0048678608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Real Estate Services, LLC
- EIN
- 36-4274778
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,674,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,674,460
- Employer contributions
- $334,808
- Participant contributions
- $656,769
- Total income / additions
- $1,993,838
- Benefits paid
- $642,122
- Administrative expenses
- $47,569
- Total expenses
- $689,691
- Net increase / (decrease)
- $1,304,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $32,569 | not reported in the loaded dataset |
| Wintrust Investments, LLC | FINANCIAL ADVISOR | $15,000 | not reported in the loaded dataset |