Security Plus Retirement Savings Plan — Form 5500 plan (Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans)
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, Security Plus Retirement Savings Plan is a benefit plan reported by Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans under EIN 91-1374387 and plan number 001. The latest loaded filing year is 2023. The filing reports 897 participants and $58,563,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans
- EIN
- 91-1374387
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 897
- End-of-year plan assets
- $58,563,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 897 | H, C | 20241015161200NAL0029061073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,563,764
- Net assets (EOY)
- $58,563,764
- Net assets (BOY)
- $56,164,812
Income & contributions
- Employer contributions
- $781,119
- Participant contributions
- $3,743,701
- Total contributions
- $5,041,935
- Total income / additions
- $12,798,737
Expenses & distributions
- Benefits paid
- $10,335,129
- Administrative expenses
- $57,090
- Total expenses
- $10,399,785
- Net increase / (decrease)
- $2,398,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $134,326 | $16,244 | 2023 |
| Hunnex And Shoemaker, Inc. | TPA | $22,301 | $20,948 | 2023 |
| M Holdings Securities, Inc. | ADVISOR | $22,446 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Stancorp Financial Group — Schedule C compensation
- Hunnex And Shoemaker, Inc. — Schedule C compensation
- M Holdings Securities, Inc. — Schedule C compensation