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EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 003

EVERGREEN LUMBER, INC. 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

EVERGREEN LUMBER, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVERGREEN LUMBER, INC.
Employer identification number (EIN):910688573
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Additional information about EVERGREEN LUMBER, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1959-01-05
Company Identification Number: 189002882
Legal Registered Office Address: 1325 LLOYD PKWY

PORT ORCHARD
United States of America (USA)
983670000

More information about EVERGREEN LUMBER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01
0032016-01-01JEFFREY SWAN
0032015-01-01JEFFREY SWAN
0032014-01-01JEFFREY SWAN
0032013-01-01JEFFREY SWAN
0032012-01-01JEFFREY SWAN
0032011-01-01JEFFREY SWAN
0032010-01-01JEFFREY SWAN
0032009-01-01JEFFREY SWAN
0032009-01-01JEFFREY L SWAN JEFFREY L SWAN2010-06-17
0032009-01-01 JEFFREY L SWAN2010-06-17

Plan Statistics for EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0126
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0131
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$106
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$107,346
Expenses. Total of all expenses incurred2016-12-31$492,406
Benefits paid (including direct rollovers)2016-12-31$491,373
Total plan assets at end of year2016-12-31$3,993,316
Total plan assets at beginning of year2016-12-31$4,378,270
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$54,340
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$50,389
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-385,060
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,993,210
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,378,270
Assets. Value of participant loans2016-12-31$60,386
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$2,617
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$5,023
Total income from all sources2015-12-31$511,090
Expenses. Total of all expenses incurred2015-12-31$35,986
Benefits paid (including direct rollovers)2015-12-31$31,319
Total plan assets at end of year2015-12-31$4,378,270
Total plan assets at beginning of year2015-12-31$3,908,189
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$90,628
Assets. Value of loans (other than to participants)2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$415,954
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$475,104
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,378,270
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,903,166
Assets. Value of participant loans2015-12-31$68,563
Assets. Value of assets in partnership/joint-venture interests2015-12-31$360,000
Total contributions received or receivable from employer(s)2015-12-31$4,508
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,667
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$5,023
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$367,860
Expenses. Total of all expenses incurred2014-12-31$130,550
Benefits paid (including direct rollovers)2014-12-31$116,517
Total plan assets at end of year2014-12-31$3,908,189
Total plan assets at beginning of year2014-12-31$3,665,856
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$63,160
Assets. Value of loans (other than to participants)2014-12-31$12,087
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$302,116
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$237,310
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,903,166
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,665,856
Assets. Value of participant loans2014-12-31$54,307
Assets. Value of assets in partnership/joint-venture interests2014-12-31$860,400
Total contributions received or receivable from employer(s)2014-12-31$2,584
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$403,681
Expenses. Total of all expenses incurred2013-12-31$75,684
Benefits paid (including direct rollovers)2013-12-31$65,819
Total plan assets at end of year2013-12-31$3,665,856
Total plan assets at beginning of year2013-12-31$3,337,859
Value of fidelity bond covering the plan2013-12-31$1,500,000
Total contributions received or receivable from participants2013-12-31$63,216
Assets. Value of loans (other than to participants)2013-12-31$17,716
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$337,855
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$327,997
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,665,856
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,337,859
Assets. Value of participant loans2013-12-31$86,934
Assets. Value of assets in partnership/joint-venture interests2013-12-31$483,000
Total contributions received or receivable from employer(s)2013-12-31$2,610
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$1,497
Total income from all sources2012-12-31$451,938
Expenses. Total of all expenses incurred2012-12-31$44,216
Benefits paid (including direct rollovers)2012-12-31$34,486
Total plan assets at end of year2012-12-31$3,337,859
Total plan assets at beginning of year2012-12-31$2,931,634
Value of fidelity bond covering the plan2012-12-31$1,500,000
Total contributions received or receivable from participants2012-12-31$38,905
Assets. Value of loans (other than to participants)2012-12-31$17,716
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$40,405
Other income received2012-12-31$370,698
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$407,722
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,337,859
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,930,137
Assets. Value of participant loans2012-12-31$125,260
Assets. Value of assets in partnership/joint-venture interests2012-12-31$632,120
Total contributions received or receivable from employer(s)2012-12-31$1,930
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$1,497
Total plan liabilities at beginning of year2011-12-31$6,101
Total income from all sources2011-12-31$284,153
Expenses. Total of all expenses incurred2011-12-31$211,520
Benefits paid (including direct rollovers)2011-12-31$209,623
Total plan assets at end of year2011-12-31$2,931,634
Total plan assets at beginning of year2011-12-31$2,863,605
Value of fidelity bond covering the plan2011-12-31$600,000
Total contributions received or receivable from participants2011-12-31$37,968
Assets. Value of loans (other than to participants)2011-12-31$17,716
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$244,287
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$72,633
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,930,137
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,857,504
Assets. Value of participant loans2011-12-31$66,379
Assets. Value of assets in partnership/joint-venture interests2011-12-31$597,000
Total contributions received or receivable from employer(s)2011-12-31$1,898
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$6,101
Total plan liabilities at beginning of year2010-12-31$6,900
Total income from all sources2010-12-31$359,780
Expenses. Total of all expenses incurred2010-12-31$8,719
Benefits paid (including direct rollovers)2010-12-31$2,618
Total plan assets at end of year2010-12-31$2,863,605
Total plan assets at beginning of year2010-12-31$2,513,343
Value of fidelity bond covering the plan2010-12-31$600,000
Total contributions received or receivable from participants2010-12-31$31,394
Other income received2010-12-31$326,874
Net income (gross income less expenses)2010-12-31$351,061
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,857,504
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,506,443
Assets. Value of participant loans2010-12-31$90,364
Assets. Value of assets in partnership/joint-venture interests2010-12-31$308,654
Total contributions received or receivable from employer(s)2010-12-31$1,512
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,101
2009 : EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total plan liabilities at end of year2009-12-31$6,900
Total plan liabilities at beginning of year2009-12-31$0
Total income from all sources2009-12-31$557,251
Expenses. Total of all expenses incurred2009-12-31$262,519
Benefits paid (including direct rollovers)2009-12-31$240,485
Total plan assets at end of year2009-12-31$2,513,343
Total plan assets at beginning of year2009-12-31$2,211,711
Value of fidelity bond covering the plan2009-12-31$350,000
Total contributions received or receivable from participants2009-12-31$30,979
Contributions received from other sources (not participants or employers)2009-12-31$116,688
Other income received2009-12-31$409,584
Net income (gross income less expenses)2009-12-31$294,732
Net plan assets at end of year (total assets less liabilities)2009-12-31$2,506,443
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$2,211,711
Assets. Value of participant loans2009-12-31$79,717
Assets. Value of assets in partnership/joint-venture interests2009-12-31$308,654
Value of certain deemed distributions of participant loans2009-12-31$4,009
Expenses. Administrative service providers (salaries,fees and commissions)2009-12-31$18,025

Form 5500 Responses for EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN

2016: EVERGREEN LUMBER, INC. 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 LUMBER, INC. 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
2015-01-01Plan benefit arrangement - TrustYes
2014: EVERGREEN LUMBER, INC. 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
2014-01-01Plan benefit arrangement - TrustYes
2013: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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
2013-01-01Plan benefit arrangement - TrustYes
2012: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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
2012-01-01Plan benefit arrangement - TrustYes
2011: EVERGREEN LUMBER, INC. 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
2010: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EVERGREEN LUMBER, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered24
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,982
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?No
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
Amount paid for insurance broker fees1982
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
Insurance broker namePANAGIOTU PENSION ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,150
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?No
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
Amount paid for insurance broker fees15589
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePANAGIOTU PENSION ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered25
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,739
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?No
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
Amount paid for insurance broker fees15265
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePANAGIOTU PENSION ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered28
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,437
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?No
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
Amount paid for insurance broker fees15741
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePANAGIOTU PENSION ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered27
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,659
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?No
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
Amount paid for insurance broker fees13453
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePANAGIOTU PENSION ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered28
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,035
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?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered30
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,279
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?No
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
Amount paid for insurance broker fees13629
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker namePANAGIOTU PENSION ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82755
Policy instance 1
Insurance contract or identification number82755
Number of Individuals Covered30
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $8,707
Total amount of fees paid to insurance companyUSD $5,107
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?No
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 $8,707
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?4
Insurance broker namePPA

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