The Evergreen School 403(B) Dc Plan — Form 5500 plan (The Evergreen School)
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, The Evergreen School 403(B) Dc Plan is a benefit plan reported by The Evergreen School under EIN 91-0756462 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $27,527,241 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.5MPlan net assets, end of year$27,527,241
Participants276Covered participants reported
Assets / participant$99.7KComputed: assets ÷ participants$99,736 (computed)
Provider compensation$10.4K2 Schedule C provider row(s)$10,412
- Plan sponsor
- The Evergreen School
- EIN
- 91-0756462
- Plan number
- 001
- Plan type
- 2
- Location
- Shoreline, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20250212115614NAL0011538259001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.5M total assets
Net assets$27.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,527,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,527,241
- Net assets (BOY)
- $23,616,441
Income & contributions
- Employer contributions
- $610,930
- Participant contributions
- $998,998
- Total contributions
- $2,094,274
- Total income / additions
- $5,378,227
Expenses & distributions
- Benefits paid
- $1,457,015
- Administrative expenses
- $10,412
- Total expenses
- $1,467,427
- Net increase / (decrease)
- $3,910,800
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Advisors | ADVISOR | $7,464 | not reported in the loaded dataset | 2023 |
| Greenwood Ohlund Ps | AUDITOR | $2,948 | not reported in the loaded dataset | 2023 |