2023 Form 5500 filing — Security Plus 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 20241015161200NAL0029061073001) for Security Plus Retirement Savings Plan, reported by Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans under EIN 91-1374387 and plan number 001. It reports 897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161200NAL0029061073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans
- EIN
- 91-1374387
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,563,764
- Net assets (EOY)
- $58,563,764
- Employer contributions
- $781,119
- Participant contributions
- $3,743,701
- Total income / additions
- $12,798,737
- Benefits paid
- $10,335,129
- Administrative expenses
- $57,090
- Total expenses
- $10,399,785
- Net increase / (decrease)
- $2,398,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $134,326 | $16,244 |
| Hunnex And Shoemaker, Inc. | TPA | $22,301 | $20,948 |
| M Holdings Securities, Inc. | ADVISOR | $22,446 | $0 |