Evergreen Living Innovations, Inc. 401k Retirement Plan — Form 5500 plan (Evergreen Living Innovations 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 Living Innovations, Inc. 401k Retirement Plan is a benefit plan reported by Evergreen Living Innovations Inc. under EIN 74-2857475 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $3,525,576 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evergreen Living Innovations Inc.
EIN
74-2857475
Plan number
001
Plan type
2
Location
Olathe, KS
Latest filing year
2023
Participants
118
End-of-year plan assets
$3,525,576

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241004121938NAL0012201905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,525,576
Total liabilities (EOY)
$0
Net assets (EOY)
$3,525,576
Net assets (BOY)
$2,940,873

Income & contributions

Employer contributions
$161,963
Participant contributions
$338,551
Total contributions
$503,177
Total income / additions
$988,496

Expenses & distributions

Benefits paid
$378,437
Administrative expenses
$25,356
Total expenses
$403,793
Net increase / (decrease)
$584,703

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$12,788$02023
Qualified Plan AdvisorsADVISOR$10,971not reported in the loaded dataset2023

Related Form 5500 pages