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EVERGREEN FAMILY MEDICAL 401(K) PLAN 401k Plan overview

Plan NameEVERGREEN FAMILY MEDICAL 401(K) PLAN
Plan identification number 001

EVERGREEN FAMILY MEDICAL 401(K) 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.
  • 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 MEDICAL, LTD. has sponsored the creation of one or more 401k plans.

Company Name:EVERGREEN MEDICAL, LTD.
Employer identification number (EIN):364217048
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGREEN FAMILY MEDICAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01SCOTT HANLON2020-10-14
0012018-01-01SCOTT HANLON2019-10-04
0012017-01-01SCOTT HANLON2018-10-09
0012016-01-01SCOTT HANLON2017-10-17 SCOTT HANLON2017-10-17
0012015-01-01
0012014-01-01
0012013-01-01JOHN ELSEN2014-10-01 JOHN ELSEN2014-10-01
0012012-01-01JOHN ELSEN2013-10-11
0012011-01-01THOMAS DAUM
0012010-01-01THOMAS DAUM
0012009-01-01THOMAS DAUM
0012008-01-01THOMAS DAUM
0012007-01-01THOMAS DAUM
0012006-01-01THOMAS DAUM
0012005-01-01THOMAS DAUM
0012004-01-01THOMAS DAUM
0012003-01-01THOMAS DAUM
0012002-01-01THOMAS DAUM
0012001-01-01THOMAS DAUM

Plan Statistics for EVERGREEN FAMILY MEDICAL 401(K) PLAN

401k plan membership statisitcs for EVERGREEN FAMILY MEDICAL 401(K) PLAN

Measure Date Value
2011: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Total of all active and inactive participants2011-01-0123
Total participants2011-01-0123
2010: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Total of all active and inactive participants2010-01-0120
Total participants2010-01-0120
2009: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Total of all active and inactive participants2009-01-0118
Total participants2009-01-0118
2008: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0119
Total number of active participants reported on line 7a of the Form 55002008-01-0118
Total of all active and inactive participants2008-01-0118
Total participants2008-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-012
2007: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0113
Total number of active participants reported on line 7a of the Form 55002007-01-0119
Total of all active and inactive participants2007-01-0119
Total participants2007-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0111
Total number of active participants reported on line 7a of the Form 55002006-01-0113
Total of all active and inactive participants2006-01-0113
Total participants2006-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-0113
Total number of active participants reported on line 7a of the Form 55002005-01-0111
Total of all active and inactive participants2005-01-0111
Total participants2005-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-0113
Total number of active participants reported on line 7a of the Form 55002004-01-0113
Total of all active and inactive participants2004-01-0113
Total participants2004-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0115
Total number of active participants reported on line 7a of the Form 55002003-01-0113
Total of all active and inactive participants2003-01-0113
Total participants2003-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2002: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-0115
Total number of active participants reported on line 7a of the Form 55002002-01-0115
Total of all active and inactive participants2002-01-0115
Total participants2002-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-010
2001: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-0112
Total number of active participants reported on line 7a of the Form 55002001-01-0112
Total of all active and inactive participants2001-01-0112
Total participants2001-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-010

Financial Data on EVERGREEN FAMILY MEDICAL 401(K) PLAN

Measure Date Value
2011 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$75,019
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,984,093
Total plan assets at beginning of year2011-12-31$1,909,074
Total contributions received or receivable from participants2011-12-31$80,548
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$-44,448
Net income (gross income less expenses)2011-12-31$75,019
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,984,093
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,909,074
Total contributions received or receivable from employer(s)2011-12-31$38,919
2010 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$329,427
Expenses. Total of all expenses incurred2010-12-31$7,966
Benefits paid (including direct rollovers)2010-12-31$7,966
Total plan assets at end of year2010-12-31$1,909,074
Total plan assets at beginning of year2010-12-31$1,587,612
Total contributions received or receivable from participants2010-12-31$49,688
Other income received2010-12-31$220,535
Net income (gross income less expenses)2010-12-31$321,461
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,909,074
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,587,612
Total contributions received or receivable from employer(s)2010-12-31$59,204
2008 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-391,900
Expenses. Total of all expenses incurred2008-12-31$7,760
Benefits paid (including direct rollovers)2008-12-31$7,760
Total plan assets at end of year2008-12-31$1,147,623
Total plan assets at beginning of year2008-12-31$1,547,282
Total contributions received or receivable from participants2008-12-31$71,170
Expenses. Other expenses not covered elsewhere2008-12-31$0
Other income received2008-12-31$-515,980
Net income (gross income less expenses)2008-12-31$-399,660
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,147,623
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,547,282
Total contributions received or receivable from employer(s)2008-12-31$52,910
2007 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$236,343
Expenses. Total of all expenses incurred2007-12-31$34,296
Benefits paid (including direct rollovers)2007-12-31$34,296
Total plan assets at end of year2007-12-31$1,547,282
Total plan assets at beginning of year2007-12-31$1,345,235
Total contributions received or receivable from participants2007-12-31$71,887
Expenses. Other expenses not covered elsewhere2007-12-31$0
Other income received2007-12-31$100,621
Net income (gross income less expenses)2007-12-31$202,047
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,547,282
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$1,345,235
Total contributions received or receivable from employer(s)2007-12-31$63,835
2006 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2006 401k financial data
Total income from all sources2006-12-31$300,783
Expenses. Total of all expenses incurred2006-12-31$0
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$1,345,235
Total plan assets at beginning of year2006-12-31$1,044,452
Total contributions received or receivable from participants2006-12-31$65,370
Expenses. Other expenses not covered elsewhere2006-12-31$0
Other income received2006-12-31$182,241
Net income (gross income less expenses)2006-12-31$300,783
Net plan assets at end of year (total assets less liabilities)2006-12-31$1,345,235
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$1,044,452
Total contributions received or receivable from employer(s)2006-12-31$53,172
2005 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2005 401k financial data
Total income from all sources2005-12-31$165,997
Expenses. Total of all expenses incurred2005-12-31$19,077
Benefits paid (including direct rollovers)2005-12-31$19,077
Total plan assets at end of year2005-12-31$1,044,452
Total plan assets at beginning of year2005-12-31$897,532
Total contributions received or receivable from participants2005-12-31$48,312
Expenses. Other expenses not covered elsewhere2005-12-31$0
Other income received2005-12-31$72,321
Net income (gross income less expenses)2005-12-31$146,920
Net plan assets at end of year (total assets less liabilities)2005-12-31$1,044,452
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$897,532
Total contributions received or receivable from employer(s)2005-12-31$45,364
2004 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2004 401k financial data
Total income from all sources2004-12-31$167,095
Expenses. Total of all expenses incurred2004-12-31$4,708
Benefits paid (including direct rollovers)2004-12-31$4,708
Total plan assets at end of year2004-12-31$897,532
Total plan assets at beginning of year2004-12-31$735,145
Total contributions received or receivable from participants2004-12-31$37,057
Expenses. Other expenses not covered elsewhere2004-12-31$0
Other income received2004-12-31$83,369
Net income (gross income less expenses)2004-12-31$162,387
Net plan assets at end of year (total assets less liabilities)2004-12-31$897,532
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$735,145
Total contributions received or receivable from employer(s)2004-12-31$46,669
2003 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2003 401k financial data
Total income from all sources2003-12-31$223,039
Expenses. Total of all expenses incurred2003-12-31$53,367
Benefits paid (including direct rollovers)2003-12-31$53,367
Total plan assets at end of year2003-12-31$735,145
Total plan assets at beginning of year2003-12-31$565,471
Total contributions received or receivable from participants2003-12-31$34,529
Other income received2003-12-31$140,035
Net income (gross income less expenses)2003-12-31$169,672
Net plan assets at end of year (total assets less liabilities)2003-12-31$735,145
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$565,471
Total contributions received or receivable from employer(s)2003-12-31$48,475
2002 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2002 401k financial data
Total income from all sources2002-12-31$6,604
Expenses. Total of all expenses incurred2002-12-31$0
Total plan assets at end of year2002-12-31$565,471
Total plan assets at beginning of year2002-12-31$558,869
Total contributions received or receivable from participants2002-12-31$30,311
Other income received2002-12-31$-69,172
Net income (gross income less expenses)2002-12-31$6,604
Net plan assets at end of year (total assets less liabilities)2002-12-31$565,471
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$558,869
Total contributions received or receivable from employer(s)2002-12-31$45,465
Expenses. Administrative service providers (salaries,fees and commissions)2002-12-31$0
2001 : EVERGREEN FAMILY MEDICAL 401(K) PLAN 2001 401k financial data
Total income from all sources2001-12-31$22,260
Expenses. Total of all expenses incurred2001-12-31$3,118
Total plan assets at end of year2001-12-31$558,869
Total plan assets at beginning of year2001-12-31$539,726
Total contributions received or receivable from participants2001-12-31$30,738
Expenses. Other expenses not covered elsewhere2001-12-31$3,118
Other income received2001-12-31$-54,940
Net income (gross income less expenses)2001-12-31$19,142
Net plan assets at end of year (total assets less liabilities)2001-12-31$558,869
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$539,726
Total contributions received or receivable from employer(s)2001-12-31$46,462

Form 5500 Responses for EVERGREEN FAMILY MEDICAL 401(K) PLAN

2011: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedYes
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2001: EVERGREEN FAMILY MEDICAL 401(K) PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedYes
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo

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