Evergreen Enterprises, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Evergreen Enterprises Of Virginia, LLC)

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 Enterprises, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Evergreen Enterprises Of Virginia, LLC under EIN 27-4242429 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $37,719,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evergreen Enterprises Of Virginia, LLC
EIN
27-4242429
Plan number
001
Plan type
3
Location
Richmond, VA
Latest filing year
2023
Participants
769
End-of-year plan assets
$37,719,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023769H, C20240923130009NAL0011462113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,719,673
Total liabilities (EOY)
$0
Net assets (EOY)
$37,719,673
Net assets (BOY)
$32,365,093

Income & contributions

Employer contributions
$506,562
Participant contributions
$2,098,759
Total contributions
$3,467,949
Total income / additions
$9,805,068

Expenses & distributions

Benefits paid
$4,265,954
Administrative expenses
$117,753
Total expenses
$4,450,488
Net increase / (decrease)
$5,354,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$86,622$02023
One Digital Investment AdvisorsNONE$31,131not reported in the loaded dataset2023

Related Form 5500 pages