Evergreen Healthcare Managemen 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Evergreen Healthcare Managemen)
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 Healthcare Managemen 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Evergreen Healthcare Managemen under EIN 61-1430460 and plan number 001. The latest loaded filing year is 2023. The filing reports 59 participants and $5,256,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Healthcare Managemen
- EIN
- 61-1430460
- Plan number
- 001
- Plan type
- 2
- Location
- Mokena, IL
- Latest filing year
- 2023
- Participants
- 59
- End-of-year plan assets
- $5,256,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 59 | I | 20240731102945NAL0022078833001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,256,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,256,392
- Net assets (BOY)
- $4,295,437
Income & contributions
- Employer contributions
- $122,408
- Participant contributions
- $272,599
- Total income / additions
- $1,085,620
Expenses & distributions
- Benefits paid
- $93,618
- Administrative expenses
- $31,047
- Total expenses
- $124,665
- Net increase / (decrease)
- $960,955
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.