Evergreen Treatment Services 403(B) Plan — Form 5500 plan (Evergreen Treatment Services)
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 Treatment Services 403(B) Plan is a benefit plan reported by Evergreen Treatment Services under EIN 91-0903529 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $10,898,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Treatment Services
- EIN
- 91-0903529
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $10,898,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241015171217NAL0049074528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,898,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,898,301
- Net assets (BOY)
- $8,341,457
Income & contributions
- Employer contributions
- $441,462
- Participant contributions
- $1,241,696
- Total contributions
- $2,459,330
- Total income / additions
- $3,916,098
Expenses & distributions
- Benefits paid
- $1,311,252
- Administrative expenses
- $48,002
- Total expenses
- $1,359,254
- Net increase / (decrease)
- $2,556,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuit Insurance Company | RECORDKEEPER | $20,173 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $18,011 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTEMENT MANAGEMENT | $3,843 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc | THIRD PARTY A DMINISTRAT | $2,900 | not reported in the loaded dataset | 2023 |
| Bensler LLC | INVESTMENT ADVISOR | $2,532 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergreen Treatment Services
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Empower Annuit Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ascensus Holdings Inc — Schedule C compensation
- Bensler LLC — Schedule C compensation