Evergreen Center, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Evergreen Center, Inc.)

Plain-English plan 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, Evergreen Center, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Evergreen Center, Inc. under EIN 04-2753469 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $10,315,036 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evergreen Center, Inc.
EIN
04-2753469
Plan number
001
Plan type
2
Location
Milford, MA
Latest filing year
2023
Participants
513
End-of-year plan assets
$10,315,036

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023513H, C20250402095717NAL0016443458001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,315,036
Total liabilities (EOY)
$0
Net assets (EOY)
$10,315,036
Net assets (BOY)
$9,654,929

Income & contributions

Employer contributions
$735,736
Total contributions
$735,736
Total income / additions
$1,796,579

Expenses & distributions

Benefits paid
$1,119,136
Administrative expenses
$3,103
Total expenses
$1,136,472
Net increase / (decrease)
$660,107

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And AnnuityRECORDKEEPER$3,703$02023

Related Form 5500 pages