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EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EVERGREEN ENTERPRISES OF VIRGINA, LLC DBA EVERGREEN ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:EVERGREEN ENTERPRISES OF VIRGINA, LLC DBA EVERGREEN ENTERPRISES, LLC
Employer identification number (EIN):274242429
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID EARLE
0012016-01-01DAVID EARLE
0012016-01-01
0012015-01-01DAVID EARLE
0012014-01-01DAVID EARLE
0012013-01-01DAVID EARLE
0012012-01-01DAVID EARLE
0012011-01-01KIM HEIDEMANN

Plan Statistics for EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01769
Total number of active participants reported on line 7a of the Form 55002023-01-01478
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01172
Total of all active and inactive participants2023-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01650
Number of participants with account balances2023-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0135
2022: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01790
Total number of active participants reported on line 7a of the Form 55002022-01-01593
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01752
Number of participants with account balances2022-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01479
Total number of active participants reported on line 7a of the Form 55002021-01-01693
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01764
Number of participants with account balances2021-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01509
Total number of active participants reported on line 7a of the Form 55002020-01-01388
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01459
Number of participants with account balances2020-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01489
Total number of active participants reported on line 7a of the Form 55002019-01-01418
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01493
Number of participants with account balances2019-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01468
Total number of active participants reported on line 7a of the Form 55002018-01-01402
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01480
Number of participants with account balances2018-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01464
Total number of active participants reported on line 7a of the Form 55002017-01-01401
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01460
Number of participants with account balances2017-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01553
Total number of active participants reported on line 7a of the Form 55002016-01-01392
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01461
Number of participants with account balances2016-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01506
Total number of active participants reported on line 7a of the Form 55002015-01-01363
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01171
Total of all active and inactive participants2015-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01537
Number of participants with account balances2015-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01433
Total number of active participants reported on line 7a of the Form 55002014-01-01332
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01172
Total of all active and inactive participants2014-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01506
Number of participants with account balances2014-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01403
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01151
Total of all active and inactive participants2013-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01433
Number of participants with account balances2013-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01385
Total number of active participants reported on line 7a of the Form 55002012-01-01253
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01150
Total of all active and inactive participants2012-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01403
Number of participants with account balances2012-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01371
Total number of active participants reported on line 7a of the Form 55002011-01-01278
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01107
Total of all active and inactive participants2011-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01385
Number of participants with account balances2011-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110

Financial Data on EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,805,068
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,450,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,265,954
Value of total corrective distributions2023-12-31$66,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,467,949
Value of total assets at end of year2023-12-31$37,719,673
Value of total assets at beginning of year2023-12-31$32,365,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$117,753
Total interest from all sources2023-12-31$15,750
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$552,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$552,565
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,098,759
Participant contributions at end of year2023-12-31$266,342
Participant contributions at beginning of year2023-12-31$283,023
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$862,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,354,580
Value of net assets at end of year (total assets less liabilities)2023-12-31$37,719,673
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$32,365,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$31,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$33,676,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$27,575,739
Interest on participant loans2023-12-31$15,750
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$3,772,112
Value of interest in common/collective trusts at beginning of year2023-12-31$4,505,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,661,064
Net investment gain or loss from common/collective trusts2023-12-31$107,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$506,562
Employer contributions (assets) at end of year2023-12-31$4,813
Employer contributions (assets) at beginning of year2023-12-31$1,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,265,954
Contract administrator fees2023-12-31$86,622
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
2022 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$9,121,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,551,830
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,775,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,621,372
Value of total corrective distributions2022-12-31$56,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,854,409
Value of total assets at end of year2022-12-31$32,365,093
Value of total assets at beginning of year2022-12-31$30,571,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$97,067
Total interest from all sources2022-12-31$15,968
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$451,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$451,239
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,212,052
Participant contributions at end of year2022-12-31$283,023
Participant contributions at beginning of year2022-12-31$215,732
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$42,588
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,327,024
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,365,093
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,571,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,575,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,821,500
Interest on participant loans2022-12-31$15,857
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$4,505,259
Value of interest in common/collective trusts at beginning of year2022-12-31$2,478,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,946,281
Net investment gain or loss from common/collective trusts2022-12-31$72,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$613,562
Employer contributions (assets) at end of year2022-12-31$1,072
Employer contributions (assets) at beginning of year2022-12-31$12,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,621,372
Contract administrator fees2022-12-31$66,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,210,474
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,762,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,663,116
Value of total corrective distributions2021-12-31$19,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,127,740
Value of total assets at end of year2021-12-31$30,571,061
Value of total assets at beginning of year2021-12-31$26,123,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,973
Total interest from all sources2021-12-31$13,797
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$330,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$330,139
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,528,823
Participant contributions at end of year2021-12-31$215,732
Participant contributions at beginning of year2021-12-31$301,320
Participant contributions at end of year2021-12-31$42,588
Participant contributions at beginning of year2021-12-31$34,626
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$89,079
Administrative expenses (other) incurred2021-12-31$8,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,447,925
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,571,061
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,123,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,821,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,667,547
Interest on participant loans2021-12-31$13,797
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,478,839
Value of interest in common/collective trusts at beginning of year2021-12-31$3,108,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,701,323
Net investment gain or loss from common/collective trusts2021-12-31$37,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$509,838
Employer contributions (assets) at end of year2021-12-31$12,402
Employer contributions (assets) at beginning of year2021-12-31$11,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,663,116
Contract administrator fees2021-12-31$52,621
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,682,697
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,274,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,208,847
Value of total corrective distributions2020-12-31$5,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,936,210
Value of total assets at end of year2020-12-31$26,123,136
Value of total assets at beginning of year2020-12-31$22,714,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,227
Total interest from all sources2020-12-31$18,726
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$566,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$566,835
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,376,896
Participant contributions at end of year2020-12-31$301,320
Participant contributions at beginning of year2020-12-31$325,067
Participant contributions at end of year2020-12-31$34,626
Participant contributions at beginning of year2020-12-31$27,579
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$110,828
Administrative expenses (other) incurred2020-12-31$55,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,408,484
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,123,136
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,714,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,667,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,059,698
Interest on participant loans2020-12-31$18,726
Value of interest in common/collective trusts at end of year2020-12-31$3,108,156
Value of interest in common/collective trusts at beginning of year2020-12-31$2,294,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,111,588
Net investment gain or loss from common/collective trusts2020-12-31$49,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$448,486
Employer contributions (assets) at end of year2020-12-31$11,487
Employer contributions (assets) at beginning of year2020-12-31$7,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,208,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,916,955
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,290,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,197,280
Value of total corrective distributions2019-12-31$16,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,829,502
Value of total assets at end of year2019-12-31$22,714,652
Value of total assets at beginning of year2019-12-31$18,088,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,528
Total interest from all sources2019-12-31$17,517
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$487,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$487,018
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,370,028
Participant contributions at end of year2019-12-31$325,067
Participant contributions at beginning of year2019-12-31$265,959
Participant contributions at end of year2019-12-31$27,579
Administrative expenses (other) incurred2019-12-31$58,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,626,388
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,714,652
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,088,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,059,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,723,189
Interest on participant loans2019-12-31$17,517
Value of interest in common/collective trusts at end of year2019-12-31$2,294,312
Value of interest in common/collective trusts at beginning of year2019-12-31$2,099,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,534,830
Net investment gain or loss from common/collective trusts2019-12-31$48,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$459,474
Employer contributions (assets) at end of year2019-12-31$7,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,197,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$973,451
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,176,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,103,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,748,582
Value of total assets at end of year2018-12-31$18,088,264
Value of total assets at beginning of year2018-12-31$18,291,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$73,257
Total interest from all sources2018-12-31$9,736
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$721,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$721,528
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,277,379
Participant contributions at end of year2018-12-31$265,959
Participant contributions at beginning of year2018-12-31$181,919
Participant contributions at beginning of year2018-12-31$30,890
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,631
Administrative expenses (other) incurred2018-12-31$56,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-202,855
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,088,264
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,291,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$16,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,723,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,999,711
Interest on participant loans2018-12-31$9,736
Value of interest in common/collective trusts at end of year2018-12-31$2,099,116
Value of interest in common/collective trusts at beginning of year2018-12-31$2,066,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,546,022
Net investment gain or loss from common/collective trusts2018-12-31$39,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$438,572
Employer contributions (assets) at beginning of year2018-12-31$12,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,103,049
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,784,500
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,640,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,551,068
Value of total corrective distributions2017-12-31$28,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,883,285
Value of total assets at end of year2017-12-31$18,291,119
Value of total assets at beginning of year2017-12-31$15,147,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,258
Total interest from all sources2017-12-31$6,191
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$499,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$499,272
Administrative expenses professional fees incurred2017-12-31$46,818
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,278,654
Participant contributions at end of year2017-12-31$181,919
Participant contributions at beginning of year2017-12-31$172,384
Participant contributions at end of year2017-12-31$30,890
Participant contributions at beginning of year2017-12-31$2,990
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$203,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,144,089
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,291,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,147,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$14,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,999,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,814,184
Interest on participant loans2017-12-31$6,191
Value of interest in common/collective trusts at end of year2017-12-31$2,066,491
Value of interest in common/collective trusts at beginning of year2017-12-31$2,155,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,361,629
Net investment gain or loss from common/collective trusts2017-12-31$34,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$400,862
Employer contributions (assets) at end of year2017-12-31$12,108
Employer contributions (assets) at beginning of year2017-12-31$2,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,551,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,856,105
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$615,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$532,210
Value of total corrective distributions2016-12-31$32,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,705,012
Value of total assets at end of year2016-12-31$15,147,030
Value of total assets at beginning of year2016-12-31$12,906,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,154
Total interest from all sources2016-12-31$5,878
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$300,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$300,489
Administrative expenses professional fees incurred2016-12-31$40,518
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,257,754
Participant contributions at end of year2016-12-31$172,384
Participant contributions at beginning of year2016-12-31$196,607
Participant contributions at end of year2016-12-31$2,990
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,975
Administrative expenses (other) incurred2016-12-31$444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,240,855
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,147,030
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,906,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,814,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,776,535
Interest on participant loans2016-12-31$5,878
Value of interest in common/collective trusts at end of year2016-12-31$2,155,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,933,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$815,329
Net investment gain or loss from common/collective trusts2016-12-31$29,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$411,283
Employer contributions (assets) at end of year2016-12-31$2,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$532,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,481,369
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$850,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$811,619
Expenses. Certain deemed distributions of participant loans2015-12-31$8,610
Value of total corrective distributions2015-12-31$27,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,542,336
Value of total assets at end of year2015-12-31$12,906,175
Value of total assets at beginning of year2015-12-31$12,275,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,521
Total interest from all sources2015-12-31$59,485
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,113,977
Participant contributions at end of year2015-12-31$196,607
Participant contributions at beginning of year2015-12-31$219,859
Other income not declared elsewhere2015-12-31$419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$630,820
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,906,175
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,275,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,776,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,341,575
Interest on participant loans2015-12-31$6,644
Interest earned on other investments2015-12-31$52,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,933,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,713,921
Net investment gain/loss from pooled separate accounts2015-12-31$-120,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$428,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$811,619
Contract administrator fees2015-12-31$2,521
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,202,715
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$894,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$892,273
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,550,826
Value of total assets at end of year2014-12-31$12,275,355
Value of total assets at beginning of year2014-12-31$10,966,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,868
Total interest from all sources2014-12-31$53,517
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,010,707
Participant contributions at end of year2014-12-31$219,859
Participant contributions at beginning of year2014-12-31$123,534
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$130,834
Other income not declared elsewhere2014-12-31$744
Administrative expenses (other) incurred2014-12-31$1,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,308,574
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,275,355
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,966,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,341,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,604,618
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$5,231
Interest earned on other investments2014-12-31$48,286
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,713,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,238,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$597,628
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$409,285
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$892,273
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,121,799
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$229,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$204,225
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$24,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,258,832
Value of total assets at end of year2013-12-31$10,966,781
Value of total assets at beginning of year2013-12-31$8,074,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,340
Total interest from all sources2013-12-31$41,828
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$767,547
Participant contributions at end of year2013-12-31$123,534
Participant contributions at beginning of year2013-12-31$93,262
Participant contributions at beginning of year2013-12-31$140,965
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$117,762
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,892,110
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,966,781
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,074,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,604,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,852,126
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$3,451
Interest earned on other investments2013-12-31$38,377
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,238,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$978,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,821,139
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$373,523
Employer contributions (assets) at beginning of year2013-12-31$9,972
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$204,225
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY, LLP
Accountancy firm EIN2013-12-31420714325
2012 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,039,865
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$279,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$277,341
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,184,473
Value of total assets at end of year2012-12-31$8,074,671
Value of total assets at beginning of year2012-12-31$6,314,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,777
Total interest from all sources2012-12-31$42,937
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$844,598
Participant contributions at end of year2012-12-31$93,262
Participant contributions at beginning of year2012-12-31$75,255
Participant contributions at end of year2012-12-31$140,965
Participant contributions at beginning of year2012-12-31$1,897
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$944
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$1,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,760,443
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,074,671
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,314,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,852,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,455,754
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$3,448
Interest earned on other investments2012-12-31$39,489
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$978,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$748,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$812,455
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$338,931
Employer contributions (assets) at end of year2012-12-31$9,972
Employer contributions (assets) at beginning of year2012-12-31$33,233
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$277,341
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY, LLP
Accountancy firm EIN2012-12-31420714325
2011 : EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$902,433
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$199,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$197,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,056,932
Value of total assets at end of year2011-12-31$6,314,228
Value of total assets at beginning of year2011-12-31$5,611,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,501
Total interest from all sources2011-12-31$22,940
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$724,365
Participant contributions at end of year2011-12-31$75,255
Participant contributions at beginning of year2011-12-31$102,055
Participant contributions at end of year2011-12-31$1,897
Participant contributions at beginning of year2011-12-31$1,897
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,993
Administrative expenses (other) incurred2011-12-31$1,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$703,167
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,314,228
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,611,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,455,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,885,325
Interest on participant loans2011-12-31$4,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$748,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$588,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-177,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$322,574
Employer contributions (assets) at end of year2011-12-31$33,233
Employer contributions (assets) at beginning of year2011-12-31$33,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$197,765
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325

Form 5500 Responses for EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

2023: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827561
Policy instance 1
Insurance contract or identification numberGA-827561
Number of Individuals Covered443
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,785
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,589
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827561
Policy instance 1
Insurance contract or identification numberGA-827561
Number of Individuals Covered424
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,293
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,720
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827561
Policy instance 1
Insurance contract or identification numberGA-827561
Number of Individuals Covered408
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,085
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ254
Policy instance 1
Insurance contract or identification numberPHQ254
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-02-15
Total amount of commissions paid to insurance brokerUSD $3,200
Total amount of fees paid to insurance companyUSD $769
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,240
Insurance broker organization code?3
Amount paid for insurance broker fees769
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameRETIREMENT PLANNERS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827561
Policy instance 2
Insurance contract or identification numberGA-827561
Number of Individuals Covered253
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $78,272
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,704
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ254
Policy instance 1
Insurance contract or identification numberPHQ254
Number of Individuals Covered354
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,794
Total amount of fees paid to insurance companyUSD $2,886
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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