Evergreen Center, Inc. Tax Deferred Annuity (Tda) 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. Tax Deferred Annuity (Tda) Plan is a benefit plan reported by Evergreen Center, Inc. under EIN 04-2753469 and plan number 002. The latest loaded filing year is 2023. The filing reports 381 participants and $4,487,194 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
002
Plan type
2
Location
Milford, MA
Latest filing year
2023
Participants
381
End-of-year plan assets
$4,487,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20250402100108NAL0014076528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,487,194
Total liabilities (EOY)
$0
Net assets (EOY)
$4,487,194
Net assets (BOY)
$3,722,498

Income & contributions

Participant contributions
$454,422
Total contributions
$470,149
Total income / additions
$990,805

Expenses & distributions

Benefits paid
$224,895
Administrative expenses
$1,214
Total expenses
$226,109
Net increase / (decrease)
$764,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And AnnuityRECORDKEEPER$2,400$02023

Related Form 5500 pages