How big is Karin J. Morrison DBA Evergreen Insurance Group's plan?

Karin J. Morrison DBA Evergreen Insurance Group's plan reported $702K in assets and 1 participants for 2024.

Original filing (PDF)20250721173106NAL0003740466001

Karin J. Morrison DBA Evergreen Insurance Group

Name: Karin J. Morrison DBA Evergreen Insurance Group — Form 5500 Plan 001 (2024)
Creator: Karin J. Morrison DBA Evergreen Insurance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evergreen Insurance Group 401(k) Plan

401(k) retirement plan · Karin J. Morrison DBA Evergreen Insurance Group's Evergreen Insurance Group 401(k) Plan held $702K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$702K

Net assets (EOY)

$702K

People on this filing

Karin J. Morrison signed Karin J. Morrison DBA Evergreen Insurance Group's 2024 Form 5500 as plan administrator.

Karin J. Morrison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Karin J. Morrison DBA Evergreen Insurance Group's EIN is 91-1631157.

EIN 91-1631157

Plan number 001

Plan year 2024

ACK ID 20250721173106NAL0003740466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karin J. Morrison DBA Evergreen Insurance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karin J. Morrison DBA Evergreen Insurance Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KARIN J. MORRISON DBA EVERGREEN INSURANCE GROUP.

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KARIN J. MORRISON DBA EVERGREEN INSURANCE GROUP

EIN

all filings

Address

704 - 228TH AVE. NE, #713 · SAMMAMISH, WA · 980747222

Phone

(425) 802-5455

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator