2023 Form 5500 filing — The Evergreen School 403(B) Dc 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 20250212115614NAL0011538259001) for The Evergreen School 403(B) Dc Plan, reported by The Evergreen School under EIN 91-0756462 and plan number 001. It reports 276 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)$27.5MReported net assets$27,527,241
Participants276
Provider compensation$10.4K2 Schedule C row(s)$10,412
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250212115614NAL0011538259001
- Plan sponsor
- The Evergreen School
- EIN
- 91-0756462
- Plan number
- 001
- Location
- Shoreline, WA
- 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)$27.5M total assets
Net assets$27.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,527,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,527,241
- Employer contributions
- $610,930
- Participant contributions
- $998,998
- Total income / additions
- $5,378,227
- Benefits paid
- $1,457,015
- Administrative expenses
- $10,412
- Total expenses
- $1,467,427
- Net increase / (decrease)
- $3,910,800
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | ADVISOR | $7,464 | not reported in the loaded dataset |
| Greenwood Ohlund Ps | AUDITOR | $2,948 | not reported in the loaded dataset |