2023 Form 5500 filing — Evergreen Center, Inc. Tax Deferred Annuity (Tda) 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 20250402100108NAL0014076528001) for Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan, reported by Evergreen Center, Inc. under EIN 04-2753469 and plan number 002. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402100108NAL0014076528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Center, Inc.
- EIN
- 04-2753469
- Plan number
- 002
- Location
- Milford, MA
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,487,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,487,194
- Participant contributions
- $454,422
- Total income / additions
- $990,805
- Benefits paid
- $224,895
- Administrative expenses
- $1,214
- Total expenses
- $226,109
- Net increase / (decrease)
- $764,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | RECORDKEEPER | $2,400 | $0 |