2023 Form 5500 filing — Evergreen Goodwill Of Northwest Washington 403(B) 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 20250414181609NAL0000980883001) for Evergreen Goodwill Of Northwest Washington 403(B) Plan, reported by Evergreen Goodwill Of Northwest Washington under EIN 91-0568708 and plan number 001. It reports 2,175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414181609NAL0000980883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Goodwill Of Northwest Washington
- EIN
- 91-0568708
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 2,175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,742,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,742,084
- Employer contributions
- $536,744
- Participant contributions
- $1,504,439
- Total income / additions
- $3,777,843
- Benefits paid
- $3,160,400
- Administrative expenses
- $98,079
- Total expenses
- $3,293,646
- Net increase / (decrease)
- $484,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,609 | $0 |
| Trutina Financial | INVESTMENT ADVISORY | $22,470 | $23 |