Aaron Evergreen 401k Trust — Form 5500 plan (Aaron Evergreen, 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, Aaron Evergreen 401k Trust is a benefit plan reported by Aaron Evergreen, Inc. under EIN 81-3131827 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $265,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaron Evergreen, Inc.
- EIN
- 81-3131827
- Plan number
- 001
- Plan type
- 2
- Location
- Plantsville, CT
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $265,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240731125422NAL0048485522001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $265,876
- Net assets (EOY)
- $265,876
- Net assets (BOY)
- $246,068
Income & contributions
- Participant contributions
- $5,300
- Total income / additions
- $19,808
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $19,808
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.