401k Plan data: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN plan

EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN
Plan identification number	002

EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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 RETIREMENT PLAN CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: EVERGREEN RETIREMENT PLAN CONSULTING, LLC

Employer identification number (EIN): 453480687

NAIC Classification: 541600

Additional information about EVERGREEN RETIREMENT PLAN CONSULTING, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2011-09-19

Company Identification Number: 603146805

Legal Registered Office Address: 11932 CLUBHOUSE LN

MUKILTEO
United States of America (USA)
982755039

More information about EVERGREEN RETIREMENT PLAN CONSULTING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOSEPH CAROLAN 2024-06-17
002 2022-01-01 JOSEPH CAROLAN 2023-07-05
002 2021-01-01 JOSEPH CAROLAN 2022-08-05
002 2020-01-01 JOSEPH CAROLAN 2021-09-27 JOSEPH CAROLAN 2021-09-27
002 2020-01-01 JOSEPH CAROLAN 2021-12-21 JOSEPH CAROLAN 2021-12-21
002 2019-01-01 JOSEPH CAROLAN 2020-07-15 JOSEPH CAROLAN 2020-07-15
002 2018-01-01 JOSEPH CAROLAN 2019-09-03 JOSEPH CAROLAN 2019-09-03
002 2017-01-01 JOSEPH CAROLAN 2018-07-09 JOSEPH CAROLAN 2018-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JOSEPH CAROLAN	2024-06-17
002	2022-01-01	JOSEPH CAROLAN	2023-07-05
002	2021-01-01	JOSEPH CAROLAN	2022-08-05
002	2020-01-01	JOSEPH CAROLAN	2021-09-27	JOSEPH CAROLAN	2021-09-27
002	2020-01-01	JOSEPH CAROLAN	2021-12-21	JOSEPH CAROLAN	2021-12-21
002	2019-01-01	JOSEPH CAROLAN	2020-07-15	JOSEPH CAROLAN	2020-07-15
002	2018-01-01	JOSEPH CAROLAN	2019-09-03	JOSEPH CAROLAN	2019-09-03
002	2017-01-01	JOSEPH CAROLAN	2018-07-09	JOSEPH CAROLAN	2018-07-09

Plan Statistics for EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN

401k plan membership statisitcs for EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN

Measure Date Value
2025: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-05 6
Total number of particpants at end of year 2025-09-05 6
2024: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-17 6
Total number of particpants at end of year 2024-06-17 6
2022: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 309,107
Acturial value of plan assets 2022-12-31 309,107
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 447,050
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 447,050
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 447,050
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 60,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 58,392
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 137,943
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 12,748
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 12,748
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 58,392
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-08-05 4
Total number of particpants at end of year 2022-08-05 4
2021: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 350,857
Acturial value of plan assets 2021-12-31 350,857
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 194,135
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 194,135
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 194,135
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 11,166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 11,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 58,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 56,944
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 212,668
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 55,946
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 55,946
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 56,944
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 326,254
Acturial value of plan assets 2020-12-31 326,254
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 177,304
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 177,304
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 177,304
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 53,648
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 53,648
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 11,499
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 11,166
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 11,166
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 188,882
Acturial value of plan assets 2019-12-31 188,882
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 128,943
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 128,943
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 128,943
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 29,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 29,825
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 54,500
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 53,648
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 43,900
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 53,648
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 123,422
Acturial value of plan assets 2018-12-31 123,422
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 93,289
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 93,289
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 93,289
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 30,546
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 29,825
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 23,494
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 29,825
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 124,878
Acturial value of plan assets 2017-12-31 124,878
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 74,794
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 74,794
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 74,794
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 42,689
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 42,689
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 9,167
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2025: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-05	6
Total number of particpants at end of year	2025-09-05	6
2024: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-17	6
Total number of particpants at end of year	2024-06-17	6
2022: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	309,107
Acturial value of plan assets	2022-12-31	309,107
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	447,050
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	447,050
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	447,050
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	60,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	58,392
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	137,943
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	12,748
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	12,748
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	58,392
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-08-05	4
Total number of particpants at end of year	2022-08-05	4
2021: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	350,857
Acturial value of plan assets	2021-12-31	350,857
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	194,135
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	194,135
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	194,135
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	11,166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	11,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	58,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	56,944
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	212,668
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	55,946
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	55,946
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	56,944
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	326,254
Acturial value of plan assets	2020-12-31	326,254
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	177,304
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	177,304
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	177,304
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	53,648
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	53,648
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	11,499
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	11,166
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	11,166
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	188,882
Acturial value of plan assets	2019-12-31	188,882
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	128,943
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	128,943
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	128,943
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	29,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	29,825
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	54,500
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	53,648
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	43,900
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	53,648
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	123,422
Acturial value of plan assets	2018-12-31	123,422
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	93,289
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	93,289
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	93,289
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	30,546
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	29,825
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	23,494
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	29,825
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	124,878
Acturial value of plan assets	2017-12-31	124,878
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	74,794
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	74,794
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	74,794
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	42,689
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	42,689
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	9,167
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

Financial Data on EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN

Measure	Date	Value
2025 : EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-05	0
Total liabilities as of the end of the plan year	2025-09-05	0
Total liabilities as of the beginning of the plan year	2025-09-05	0
Total expenses incurred by plan in this plan year	2025-09-05	6274
Net assets as of the end of the plan year	2025-09-05	617853
Total assets as of the beginning of the plan year	2025-09-05	460366
Value of plan covered by a fidelity bond	2025-09-05	47000
Participant contributions to plan in this plan year	2025-09-05	0
Value of participant loans at end of plan year	2025-09-05	1570
Other expenses paid from plan in this plan year	2025-09-05	6274
Other contributions to plan in this plan year	2025-09-05	0
Other income to plan in this plan year	2025-09-05	83761
Plan net income in this plan year	2025-09-05	157487
Net assets as of the end of the plan year	2025-09-05	617853
Net assets as of the beginning of the plan year	2025-09-05	460366
Employer contributions to plan in this plan year	2025-09-05	80000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-05	0
2024 : EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-17	0
Total liabilities as of the end of the plan year	2024-06-17	0
Total liabilities as of the beginning of the plan year	2024-06-17	0
Total expenses incurred by plan in this plan year	2024-06-17	4654
Net assets as of the end of the plan year	2024-06-17	460366
Total assets as of the beginning of the plan year	2024-06-17	369107
Value of plan covered by a fidelity bond	2024-06-17	45000
Participant contributions to plan in this plan year	2024-06-17	0
Value of participant loans at end of plan year	2024-06-17	1942
Other expenses paid from plan in this plan year	2024-06-17	4654
Other contributions to plan in this plan year	2024-06-17	0
Other income to plan in this plan year	2024-06-17	80913
Plan net income in this plan year	2024-06-17	91259
Net assets as of the end of the plan year	2024-06-17	460366
Net assets as of the beginning of the plan year	2024-06-17	369107
Employer contributions to plan in this plan year	2024-06-17	15000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-17	0
2022 : EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-05	0
Total liabilities as of the end of the plan year	2022-08-05	0
Total liabilities as of the beginning of the plan year	2022-08-05	0
Total expenses incurred by plan in this plan year	2022-08-05	3510
Net assets as of the end of the plan year	2022-08-05	408857
Total assets as of the beginning of the plan year	2022-08-05	334139
Value of plan covered by a fidelity bond	2022-08-05	41000
Participant contributions to plan in this plan year	2022-08-05	0
Other expenses paid from plan in this plan year	2022-08-05	0
Other contributions to plan in this plan year	2022-08-05	0
Other income to plan in this plan year	2022-08-05	20228
Plan net income in this plan year	2022-08-05	74718
Net assets as of the end of the plan year	2022-08-05	408857
Net assets as of the beginning of the plan year	2022-08-05	334139
Employer contributions to plan in this plan year	2022-08-05	58000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-05	3510

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Company Name:	EVERGREEN RETIREMENT PLAN CONSULTING, LLC
Employer identification number (EIN):	453480687
NAIC Classification:	541600

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2011-09-19
Company Identification Number:	603146805
Legal Registered Office Address:	11932 CLUBHOUSE LN MUKILTEO United States of America (USA) 982755039