EVERGREEN ELEMENTARY, INC. DBA EVERGREEN ACADEMY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : EVERGREEN ACADEMY 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-14 | 14274 |
| Net assets as of the end of the plan year | 2025-05-14 | 474773 |
| Total assets as of the beginning of the plan year | 2025-05-14 | 339403 |
| Value of plan covered by a fidelity bond | 2025-05-14 | 300000 |
| Participant contributions to plan in this plan year | 2025-05-14 | 78531 |
| Value of participant loans at end of plan year | 2025-05-14 | 6298 |
| Other contributions to plan in this plan year | 2025-05-14 | 17129 |
| Other income to plan in this plan year | 2025-05-14 | 44064 |
| Plan net income in this plan year | 2025-05-14 | 135370 |
| Net assets as of the end of the plan year | 2025-05-14 | 474773 |
| Net assets as of the beginning of the plan year | 2025-05-14 | 339403 |
| Employer contributions to plan in this plan year | 2025-05-14 | 9920 |
| Fees paid to broker by Benefit Provider | 2025-05-14 | 2984 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-14 | 240 |
| Total expenses incurred by plan in this plan year | 2025-04-24 | 14274 |
| Net assets as of the end of the plan year | 2025-04-24 | 464853 |
| Total assets as of the beginning of the plan year | 2025-04-24 | 339403 |
| Value of plan covered by a fidelity bond | 2025-04-24 | 300000 |
| Participant contributions to plan in this plan year | 2025-04-24 | 78531 |
| Value of participant loans at end of plan year | 2025-04-24 | 6298 |
| Other contributions to plan in this plan year | 2025-04-24 | 17129 |
| Other income to plan in this plan year | 2025-04-24 | 44064 |
| Plan net income in this plan year | 2025-04-24 | 125450 |
| Net assets as of the end of the plan year | 2025-04-24 | 464853 |
| Net assets as of the beginning of the plan year | 2025-04-24 | 339403 |
| Employer contributions to plan in this plan year | 2025-04-24 | 0 |
| Fees paid to broker by Benefit Provider | 2025-04-24 | 2984 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-24 | 240 |
| 2024 : EVERGREEN ACADEMY 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-05-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-28 | 1214 |
| Net assets as of the end of the plan year | 2024-05-28 | 339403 |
| Total assets as of the beginning of the plan year | 2024-05-28 | 237789 |
| Value of plan covered by a fidelity bond | 2024-05-28 | 300000 |
| Participant contributions to plan in this plan year | 2024-05-28 | 60679 |
| Value of participant loans at end of plan year | 2024-05-28 | 10803 |
| Other income to plan in this plan year | 2024-05-28 | 42115 |
| Plan net income in this plan year | 2024-05-28 | 101614 |
| Net assets as of the end of the plan year | 2024-05-28 | 339403 |
| Net assets as of the beginning of the plan year | 2024-05-28 | 237789 |
| Value of contributions failed to transmitted timely | 2024-05-28 | 3120 |
| Employer contributions to plan in this plan year | 2024-05-28 | 34 |
| Fees paid to broker by Benefit Provider | 2024-05-28 | 1969 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-28 | 120 |
| 2022 : EVERGREEN ACADEMY 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-26 | 2624 |
| Net assets as of the end of the plan year | 2022-05-26 | 234140 |
| Total assets as of the beginning of the plan year | 2022-05-26 | 165658 |
| Value of plan covered by a fidelity bond | 2022-05-26 | 300000 |
| Participant contributions to plan in this plan year | 2022-05-26 | 44186 |
| Value of participant loans at end of plan year | 2022-05-26 | 18789 |
| Other income to plan in this plan year | 2022-05-26 | 26920 |
| Plan net income in this plan year | 2022-05-26 | 68482 |
| Net assets as of the end of the plan year | 2022-05-26 | 234140 |
| Net assets as of the beginning of the plan year | 2022-05-26 | 165658 |
| Employer contributions to plan in this plan year | 2022-05-26 | 0 |
| Fees paid to broker by Benefit Provider | 2022-05-26 | 1393 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-26 | 445 |
| 2019 : EVERGREEN ACADEMY 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $47,633 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $77,245 |
| Total plan assets at beginning of year | 2019-12-31 | $29,612 |
| Total contributions received or receivable from participants | 2019-12-31 | $38,963 |
| Other income received | 2019-12-31 | $8,670 |
| Net income (gross income less expenses) | 2019-12-31 | $47,633 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $77,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $29,612 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : EVERGREEN ACADEMY 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $19,515 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $29,612 |
| Total plan assets at beginning of year | 2018-12-31 | $10,097 |
| Total contributions received or receivable from participants | 2018-12-31 | $20,280 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,308 |
| Other income received | 2018-12-31 | $-2,073 |
| Net income (gross income less expenses) | 2018-12-31 | $19,515 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $29,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,097 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : EVERGREEN ACADEMY 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $10,097 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $10,097 |
| Total contributions received or receivable from participants | 2017-12-31 | $9,469 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $628 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $10,097 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2019: EVERGREEN ACADEMY 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EVERGREEN ACADEMY 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EVERGREEN ACADEMY 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
