· 2022–2024 · DOL EFAST2

THE EVERGREEN ASSOCIATION INC — THE EVERGREEN ASSOCIATION INC SIMPLIFIED 401(K) PROFIT SHARING P, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240529152524NAL0019947456001

THE EVERGREEN ASSOCIATION INC

Form 5500-SF

FILING_RECEIVED

THE EVERGREEN ASSOCIATION INC SIMPLIFIED 401(K) PROFIT SHARING P

401(k) retirement plan

Active participants

5

Accounts w/ balance

1

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

41

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE EVERGREEN ASSOCIATION INC.

Plan sponsor

Name

THE EVERGREEN ASSOCIATION INC

EIN

13-3301413

Address

61 LEWIS PKWY · YONKERS, NY · 107052525

Phone

(917) 763-8367

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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