Evergreen Homes 403b Plan — Form 5500 plan (Evergreen Homes 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 Homes 403b Plan is a benefit plan reported by Evergreen Homes Inc. under EIN 25-1556760 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $4,225,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Homes Inc.
- EIN
- 25-1556760
- Plan number
- 002
- Plan type
- 2
- Location
- Kittanning, PA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $4,225,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240904141331NAL0020301361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,225,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,225,141
- Net assets (BOY)
- $3,649,265
Income & contributions
- Employer contributions
- $179,462
- Participant contributions
- $192,351
- Total contributions
- $371,813
- Total income / additions
- $775,993
Expenses & distributions
- Benefits paid
- $199,547
- Administrative expenses
- $570
- Total expenses
- $200,117
- Net increase / (decrease)
- $575,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,095 | not reported in the loaded dataset | 2023 |