Original filing (PDF)20250905171215NAL0017408833001

EVERGREEN FOREST PRODUCTS, INC.

Name: EVERGREEN FOREST PRODUCTS, INC. — EVERGREEN FOREST PRODUCTS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: EVERGREEN FOREST PRODUCTS, INC.

Form 5500

FILING_RECEIVED

EVERGREEN FOREST PRODUCTS EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 1

89% in single holding

Active participants

Accounts w/ balance

146

Plan assets (EOY)

$967K

Net assets (EOY)

$900K

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN FOREST PRODUCTS, INC..

Plan sponsor

Name

EVERGREEN FOREST PRODUCTS, INC.

EIN

91-0879284

Address

620 NW FREMONT ST · CAMAS, WA · 986079004

Phone

(360) 921-9849

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

VAN BEEK & CO., INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities· $967K(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Evergreen Forest Products, Inc.	—	358,781	$425K	$865K	89.4%
Everbank	—	—	$75K	$75K	7.8%
Everbank	—	—	$27K	$27K	2.8%

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