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 Real Estate Services Retirement Savings Plan is a benefit plan reported by Evergreen Real Estate Services, LLC under EIN 36-4274778 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $6,674,460 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,674,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,674,460
- Net assets (BOY)
- $5,370,313
Income & contributions
- Employer contributions
- $334,808
- Participant contributions
- $656,769
- Total contributions
- $1,015,169
- Total income / additions
- $1,993,838
Expenses & distributions
- Benefits paid
- $642,122
- Administrative expenses
- $47,569
- Total expenses
- $689,691
- Net increase / (decrease)
- $1,304,147