Evergreen Retirement Plan Consultin — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Evergreen Retirement Plan Consultin is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $42,139 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $42,139
- Reported indirect compensation
- $0
- Total reported compensation
- $42,139
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Pacific Recreation Associates | WA | 1 | $20,354 |
| Evolucion Innovations, Inc. | WA | 1 | $10,350 |
| Millennium Advisors, Inc. | WA | 1 | $7,435 |
| Peninsula Behavioral Health | WA | 1 | $4,000 |
State footprint
Plans reporting Evergreen Retirement Plan Consultin are sponsored in WA (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pacific Recreation Associates | Bellevue Club Savings Plan | 2023 | $20,354 | not reported in the loaded dataset |
| Evolucion Innovations, Inc. | Evolucion Innovations, Inc. Retirement Trust | 2023 | $10,350 | not reported in the loaded dataset |
| Millennium Advisors, Inc. | Living Care Lifestyles 401(K) Profit Sharing Plan | 2023 | $7,435 | $0 |
| Peninsula Behavioral Health | The 403(B) Retirement Plan For Employees Of Peninsula Behavioral Health | 2023 | $4,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Bellevue Club Savings Plan (plan 001)
- Pacific Recreation Associates — all reported plans
- Evolucion Innovations, Inc. Retirement Trust (plan 001)
- Evolucion Innovations, Inc. — all reported plans
- Living Care Lifestyles 401(K) Profit Sharing Plan (plan 002)
- Millennium Advisors, Inc. — all reported plans
- The 403(B) Retirement Plan For Employees Of Peninsula Behavioral Health (plan 001)
- Peninsula Behavioral Health — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources