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EVERGREEN HEIGHTS, INC. 401(K) PLAN 401k Plan overview

Plan NameEVERGREEN HEIGHTS, INC. 401(K) PLAN
Plan identification number 001

EVERGREEN HEIGHTS, INC. 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EVERGREEN HEIGHTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVERGREEN HEIGHTS, INC.
Employer identification number (EIN):382714006
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGREEN HEIGHTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL ANDERSON2024-06-12
0012022-01-01MICHAEL ANDERSON2023-09-25
0012021-01-01GREG ANDERSON2022-10-06
0012021-01-01GREG ANDERSON2022-10-06
0012020-01-01GREG ANDERSON2021-10-08
0012019-01-01GREG ANDERSON2020-10-12
0012018-01-01GREG ANDERSON2019-10-07
0012017-01-01GREG ANDERSON2018-10-12
0012016-01-01MARY MORONI2017-07-31
0012014-01-01GREG ANDERSON2015-09-14
0012013-01-01GREG ANDERSON2014-10-14
0012012-01-01GREG ANDERSON2013-07-11
0012011-01-01GREG ANDERSON2012-07-12
0012010-01-01GREG ANDERSON2011-06-16

Plan Statistics for EVERGREEN HEIGHTS, INC. 401(K) PLAN

401k plan membership statisitcs for EVERGREEN HEIGHTS, INC. 401(K) PLAN

Measure Date Value
2025: EVERGREEN HEIGHTS, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2184
Total number of particpants at end of year2025-07-21120
Number of Participants With Account Balances2025-07-2144
2024: EVERGREEN HEIGHTS, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1231
Total number of particpants at end of year2024-06-1225
Number of Participants With Account Balances2024-06-1215

Financial Data on EVERGREEN HEIGHTS, INC. 401(K) PLAN

Measure Date Value
2025 : EVERGREEN HEIGHTS, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-21862087
Total expenses incurred by plan in this plan year2025-07-21662640
Net assets as of the end of the plan year2025-07-211056801
Total assets as of the beginning of the plan year2025-07-21849943
Value of plan covered by a fidelity bond2025-07-2190000
Participant contributions to plan in this plan year2025-07-2130861
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-21-49476
Plan net income in this plan year2025-07-21-655229
Net assets as of the end of the plan year2025-07-211056801
Net assets as of the beginning of the plan year2025-07-21849943
Value of contributions failed to transmitted timely2025-07-21140990
Employer contributions to plan in this plan year2025-07-2126026
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-211038
2024 : EVERGREEN HEIGHTS, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-120
Total liabilities as of the end of the plan year2024-06-120
Total liabilities as of the beginning of the plan year2024-06-120
Total expenses incurred by plan in this plan year2024-06-1211344
Net assets as of the end of the plan year2024-06-12849943
Total assets as of the beginning of the plan year2024-06-12684748
Value of plan covered by a fidelity bond2024-06-1284994
Participant contributions to plan in this plan year2024-06-1218805
Other expenses paid from plan in this plan year2024-06-120
Other contributions to plan in this plan year2024-06-120
Other income to plan in this plan year2024-06-1254669
Plan net income in this plan year2024-06-12165195
Net assets as of the end of the plan year2024-06-12849943
Net assets as of the beginning of the plan year2024-06-12684748
Employer contributions to plan in this plan year2024-06-12103065
Fees paid to broker by Benefit Provider2024-06-123844
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-120

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